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Oracle Enterprise Asset Management

Implementation Guide Release 12 (12.1)


Part No. E13671-01

September 2008

Oracle Enterprise Asset Management Implementation Guide, Release 12 (12.1) Part No. E13671-01 Copyright 2004, 2008, Oracle and/or its affiliates. All rights reserved. Primary Author: Eary Simmons Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services.


Contents

Send Us Your Comments Preface 1 Oracle Enterprise Asset Management Overview


Introduction............................................................................................................................... 1-1 Overview of Oracle Enterprise Asset Management................................................................. 1-2 Asset Management.................................................................................................................... 1-3 eAM Work Management........................................................................................................... 1-4 Integration with Other Oracle Application Products............................................................... 1-5

Process Flows
Work Execution Implementation Flow..................................................................................... 2-1 Preventive Maintenance Implementation Flow....................................................................... 2-2

Setting Up
Before You Begin....................................................................................................................... 3-3 Oracle Enterprise Asset Management Setup Overview........................................................... 3-4 Organization Setup................................................................................................................... 3-5 Setting Up Organizations.......................................................................................................... 3-5 Enabling Organizations for Enterprise Asset Management.................................................... 3-7 Defining eAM Parameters........................................................................................................ 3-9 General eAM Setup................................................................................................................. 3-13 Setting Up Areas...................................................................................................................... 3-13 Defining Departments and Resources.................................................................................... 3-14 Defining Department Approvers............................................................................................ 3-18

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Defining Miscellaneous Documents...................................................................................... 3-19 Setting Up Electronic Records and Signatures....................................................................... 3-20 Defining Lookups................................................................................................................... 3-21 Asset Setup.............................................................................................................................. 3-47 Using the Activity Workbench................................................................................................3-80 Rebuildable Item Setup........................................................................................................ 3-104 Non-Stock Direct Item Setup................................................................................................ 3-114 Preventive Maintenance Setup............................................................................................. 3-116 eAM Planning and Scheduling............................................................................................. 3-145 Defining a Master Demand Schedule Name........................................................................ 3-146 Defining a Material Requirements Plan Name.................................................................... 3-147 Defining Plan Options.......................................................................................................... 3-149 Quality Integration Setup..................................................................................................... 3-151 Creating Collection Elements............................................................................................... 3-152 Creating eAM Quality Collection Plans............................................................................... 3-156 Creating eAM Quality Collection Plans for a Supplier....................................................... 3-160 Outside Processing Integration Setup.................................................................................. 3-163 Setting Up Outside Service Processing................................................................................ 3-163 Setting Up Direct Items......................................................................................................... 3-171 Cost Management Integration Setup.................................................................................... 3-173 Setting Up Cost Categories................................................................................................... 3-175 Setting Up Purchase Order Category Associations for Direct Items................................... 3-177 Setting Up eAM Cost Management...................................................................................... 3-178 Setting Up Zero Cost Rebuild Item Issue............................................................................. 3-180 Process and Discrete Manufacturing Integration Setup...................................................... 3-182 Organization Setup............................................................................................................... 3-182 Associating Assets with Production Equipment.................................................................. 3-183 Project Manufacturing Integration Setup............................................................................. 3-185 Project Definition.................................................................................................................. 3-185 Property Manager Integration Setup.................................................................................... 3-189 Setting Up eAM Prerequisites.............................................................................................. 3-190 Executing the Export Process................................................................................................. 3-190 Executing the Asset Number Interface................................................................................. 3-192 Service Integration Setup...................................................................................................... 3-193 Creating Maintenance Service Request Types..................................................................... 3-194 Enabling Service Requests for Assets and Rebuildables..................................................... 3-194 Enabling eAM Specific Fields...............................................................................................3-195 Oracle Time and Labor Integration Setup............................................................................ 3-197 Defining Persons as Users.....................................................................................................3-198 Creating Eligibility Criteria.................................................................................................. 3-199 Work Order Billing Setup..................................................................................................... 3-202

iv

Setting Up Parameters........................................................................................................... 3-202 Setting up Costs for the Cost Plus Billing Basis................................................................... 3-203 Setting up Prices for the Price List Billing Basis.................................................................. 3-206 Service Attribute Setup......................................................................................................... 3-208 Setting Up Billable Material................................................................................................. 3-209 Setting Up a Billable Resource..............................................................................................3-210 Setting Up a Billable Activity............................................................................................... 3-212

eAM Profile Options


Profile Option Summary........................................................................................................... 4-1 Profile Option Details............................................................................................................... 4-3 Profile Options in Other Applications..................................................................................... 4-6 Profile Option Details............................................................................................................... 4-7

eAM Open Interfaces and APIs


eAM Open Interfaces and APIs................................................................................................ 5-2 eAM Item Open Interface......................................................................................................... 5-3 eAM Asset Number Open Interface......................................................................................... 5-9 eAM Asset Genealogy Open Interface................................................................................... 5-18 eAM Meter Reading Open Interface...................................................................................... 5-20 Asset Number API................................................................................................................... 5-24 Asset Attribute Values API..................................................................................................... 5-30 Asset Attribute Groups API.................................................................................................... 5-37 Asset Routes API..................................................................................................................... 5-40 Asset Areas API....................................................................................................................... 5-46 Department Approvers API.................................................................................................... 5-49 EAM Parameters API............................................................................................................... 5-51 EAM Meters API..................................................................................................................... 5-57 EAM Meter Association API................................................................................................... 5-63 Meter Reading API.................................................................................................................. 5-65 EAM PM Schedules API (includes PM Rules as children records)....................................... 5-69 Activity Creation API.............................................................................................................. 5-77 EAM Activity Association API................................................................................................5-93 EAM Activity Suppression API............................................................................................ 5-101 EAM Set Name API............................................................................................................... 5-105 Maintenance Object Instantiation API................................................................................. 5-110 Work Order Business Object API......................................................................................... 5-112 Work Request API................................................................................................................. 5-139

eAM Descriptive Flexfields


eAM Descriptive Flexfields...................................................................................................... 6-1

Windows and Navigation Paths


Windows and Navigation Paths............................................................................................... A-1 Default Navigation Paths for Standard Application Windows...............................................A-1

Index

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Send Us Your Comments
Oracle Enterprise Asset Management Implementation Guide, Release 12 (12.1)
Part No. E13671-01

Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document. Your feedback is important, and helps us to best meet your needs as a user of our products. For example: Are the implementation steps correct and complete? Did you understand the context of the procedures? Did you find any errors in the information? Does the structure of the information help you with your tasks? Do you need different information or graphics? If so, where, and in what format? Are the examples correct? Do you need more examples?

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Preface

Intended Audience
Welcome to Release 12 (12.1) of the Oracle Enterprise Asset Management Implementation Guide. Implementation team See Related Information Sources on page x for more Oracle Applications product information.

TTY Relay Access to Oracle Support Services


To reach AT&T Customer Assistants, dial 711 or 1.800.855.2880. An AT&T Customer Assistant will relay information between the customer and Oracle Support Services at 1.800.223.1711. Complete instructions for using the AT&T relay services are available at http://www.consumer.att.com/relay/tty/standard2.html. After the AT&T Customer Assistant contacts Oracle Support Services, an Oracle Support Services engineer will handle technical issues and provide customer support according to the Oracle service request process.

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Accessibility of Links to External Web Sites in Documentation


This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.

Structure
1 Oracle Enterprise Asset Management Overview

This chapter provides a high level overview of the Oracle Enterprise Asset Management application.
2 Process Flows 3 Setting Up

This chapter provides Enterprise Asset Management administrators necessary setup information. You can also refer to the Oracle Enterprise Asset Management Implementation Guide for additional information, such as APIs and Profile Options.
4 eAM Profile Options 5 eAM Open Interfaces and APIs 6 eAM Descriptive Flexfields A Windows and Navigation Paths

Related Information Sources


Oracle Enterprise Asset Management shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other guides when you set up and use Oracle Enterprise Asset Management. You can read the guides online by choosing Library from the expandable menu on your HTML help window, by reading from the Oracle Applications Document Library CD included in your media pack, or by using a Web browser with a URL that your system administrator provides. If you require printed guides, you can purchase them from the Oracle Store at http://oraclestore.oracle.com.

Do Not Use Database Tools to Modify Oracle Applications Data


Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle Applications data unless otherwise instructed.

Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle Applications data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data. Because Oracle Applications tables are interrelated, any change you make using an Oracle Applications form can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications. When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.

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1
Oracle Enterprise Asset Management Overview
This chapter provides a high level overview of the Oracle Enterprise Asset Management application. This chapter covers the following topics: Introduction Overview of Oracle Enterprise Asset Management Asset Management eAM Work Management Integration with Other Oracle Application Products

Introduction
Oracle Enterprise Asset Management (eAM) is part of Oracle'sE-Business Suite and addresses the comprehensive and routine asset maintenance requirements of asset intensive organizations. Using eAM, organizations can efficiently maintain both assets, such as vehicles, cranes and HVAC systems, as well as rotable inventory items, such as motors and engines. To measure performance and optimize maintenance operations, all maintenance costs and work history are tracked at the asset level. This chapter contains the following topics: Overview of Oracle Enterprise Asset Management, Oracle Enterprise Asset Management User's Guide Asset Management, Oracle Enterprise Asset Management User's Guide eAM Work Management, Oracle Enterprise Asset Management User's Guide Integration with Other Oracle Application Products, Oracle Enterprise Asset

Oracle Enterprise Asset Management Overview 1-1

Management User's Guide Required Products, Oracle Enterprise Asset Management User's Guide Optional Products, Oracle Enterprise Asset Management User's Guide

Overview of Oracle Enterprise Asset Management


Oracle Enterprise Asset Management (eAM) is a part of Oracle's E-Business Suite, providing organizations with the tools to create and implement maintenance procedures for both assets and rebuildable inventory items. Maintenance procedures are an integral part of an organization's complete asset lifecycle management strategy, enabling an organization to optimize asset utilization. eAM enables users to optimally plan and schedule maintenance activities with minimal disruption to an organization's operations or production. Importantly, it improves resource efficiency, enhances maintenance quality, tracks work history, and records all maintenance costs. Oracle eAM tracks the performance of assets (including rebuildable, inventory items) using meters, quality plans, and condition monitoring systems. By effectively monitoring an asset's operating condition, effective preventive maintenance strategies can be implemented. In addition to creating preventive maintenance schedules, users can create alternative maintenance strategies for seasonal or production capacity changes. eAM's comprehensive maintenance functionality supports asset lifecycle strategies for asset intensive industries, including Metals/Mining, Manufacturing, Pulp/Paper, Petrochemicals, Facilities, and Education. eAM eliminates the need for spreadsheets and disparate data repositories, by enabling companies to manage reactive, planned, preventive maintenance, and adopt a centralized, proactive strategy for managing asset maintenance across an enterprise. eAM enables an organization to do the following: Create a preventive maintenance strategy Maximize resource availability, including both equipment and labor Optimize scheduling and resource efficiency Integrate with Oracle's E-Business Suite for enterprise-wide solutions

The following topics are included in this section: Asset Management, Oracle Enterprise Asset Management User's Guide eAM Work Management, Oracle Enterprise Asset Management User's Guide

1-2 Oracle Enterprise Asset Management Implementation Guide

Asset Management
eAM eliminates the need for point solutions that offer a limited, "flat" view of an asset by expanding the visibility and ownership of an asset throughout an entire organization. Different entities may describe an asset in several ways: Fixed asset to an accounting department Leased asset to facilities management Piece of production equipment to operations Inventory item to materials management Maintainable asset to mechanical engineers

Oracle eAM incorporates the above views of an asset through a single entity. An asset is an entity for which users can report problems. Assets can be cooling towers, cranes, buses, buildings, conveyors, or anything that needs work. eAM provides the flexibility to address the many types of assets through the definition of the following: Asset groups and attributes Asset links to an enterprise Asset costs and work history Asset activities and meters

By first establishing asset groups, you can define assets and asset characteristics that can be inherited by the assets belonging to that group. Detailed information, such as nameplate data, engineering specifications, property detail, and other searchable characteristics are defined with asset attribute elements and values. Asset groups also define a default master bill of materials (BOM) for assets. This BOM can be edited for specific assets. Virtual assets can be designed to create a network of assets or routings. This combines several assets to a single work activity. Oracle eAM enables you to quickly identify plants and facilities using an Asset Navigator (See: Defining Asset Numbers, Oracle Enterprise Asset Management User's Guide). You can view details of an asset, such as cost, hierarchal (parent/child) information, and launch transactions. You can also view current or historical configurations, and work details of an asset. As rotable, inventory items of an asset are removed from and reinstalled into an asset, the asset genealogy and parent/child meter readings are recorded automatically. Attributes, such as cost history, bills of material, and document attachments can be associated with a specific asset.

Oracle Enterprise Asset Management Overview 1-3

Asset Hierarchies
You can focus on an asset hierarchy, or a set of parent/child relationships of an asset. You can view all associated asset information such as asset details, bill of material, work orders, maintenance activities, quality plans, maintenance costs, contract services, and work order history. You can view cost information for one asset, or view rolled-up costs of its children assets.

Related Topics
Defining Asset Numbers, Oracle Enterprise Asset Management User's Guide Obtaining Asset Number Information, Oracle Enterprise Asset Management User's Guide Viewing Asset Number Information, Oracle Enterprise Asset Management User's Guide Viewing Capital Asset and Rebuildable Inventory Work Orders, Oracle Enterprise Asset Management User's Guide

eAM Work Management


Preventive and predictive maintenance strategies are supported by eAM. Preventive maintenance can be based on Day or Runtime intervals, as well as a specific list of dates, for both assets and inventory items. Organizations that practice predictive maintenance can monitor and scrutinize maintenance work history and performance trends with quality plans. They can also study asset conditions by monitoring systems. By combining these strategies, an organization can establish a maintenance strategy that ensures minimal downtime. Oracle Enterprise Asset Management enables you to monitor reliability and predict the need for maintenance in the future. You can identify any breach of performance defined by engineering and immediately alert maintenance, monitor conditions of an asset, collect meter readings, forecast the frequency at which preventive maintenance should be performed, and establish Run to Failure schedules and forecasts, based on predicted failures. Oracle eAM enables operations and maintenance staff to create work requests to report any problems with an asset. To avoid duplicate work orders for the same issue, you can review any outstanding work requests that are currently assigned to an asset. A supervisor can approve, place on hold, or reject a work request. An approved work request can be linked to a work order. The status of a work request is then updated when it is linked to a work order.

Related Topics
Obtaining Work Request Information, Oracle Enterprise Asset Management User's Guide Creating and Updating Work Requests, Oracle Enterprise Asset Management User's Guide Work Orders, Oracle Enterprise Asset Management User's Guide

1-4 Oracle Enterprise Asset Management Implementation Guide

Integration with Other Oracle Application Products


Oracle Enterprise Asset Management is part of the Oracle E-Business suite, and directly integrates with Oracle Manufacturing, Oracle Purchasing, Oracle Property Management, Oracle Quality, Oracle Inventory, Oracle Human Resources, Oracle Financials, Oracle Fixed Assets, and Oracle Projects. This enables you to strategically monitor resource and cost planning throughout the enterprise. Improvement programs can be enforced and reviewed to ensure compliance with industry standards by tracking problems through to resolution. A well-planned maintenance environment depends on the ability of key personnel to view available inventory items, equipment, and skilled personnel. Because eAM is an enterprise solution, you can view the resource availability for assets that are used by operations and coordinate maintenance work to minimize operation disruption. Most importantly, Oracle eAM is designed for the maintenance user who performs the work. Using Oracle's Maintenance User, trades people and supervisors with minimum training can easily perform their work.

Required Products
To implement Enterprise Asset Management, you must have the following required products installed: Oracle Inventory Oracle Bills of Material Oracle Human Resources Oracle Cost Management Oracle Manufacturing Scheduling Oracle Quality Oracle Work In Process

Optional Products
To implement Enterprise Asset Management, the following products are not required; however, they are useful in the overall robust eAM solution: Oracle Master Scheduling/MRP Oracle Property Management Oracle Financials

Oracle Enterprise Asset Management Overview 1-5

Oracle Fixed Assets Oracle iProcurement Oracle Projects Oracle Project Manufacturing Oracle Purchasing Oracle Order Management Oracle Time and Labor

1-6 Oracle Enterprise Asset Management Implementation Guide

2
Process Flows
This chapter covers the following topics: Work Execution Implementation Flow Preventive Maintenance Implementation Flow

Work Execution Implementation Flow


The Work Execution Implementation flow includes the following steps: First, create a Maintenance Work in Process (WIP) Accounting Class. Next, Resources and Maintenance Departments are created. Decide if employee association is required. If employee association is required, create resource and employee associations and then create department and resource associations. If employee association is not required, create department and resource associations. Finally, decide if Work Orders are included in projects. If they are, set up Project Manufacturing, and then create a Work Order. If Work Orders are not included in projects, create a Work Order.

Process Flows 2-1

Work Execution Implementation Flow

Preventive Maintenance Implementation Flow


The Preventive Maintenance Implementation flow includes the following steps: First, create an Asset Group. Next, decide if Preventive Maintenance (PM) definitions are based on runtime rules. If they are, create Meter Templates, next Asset Group and Meter associations using those templates, and then create a Set Name. If PM definitions are not based on runtime rules, create a Set Name. Next, create a Maintenance Activity and then Asset Group and Activity associations using templates. Finally, optionally create PM Schedule templates.

2-2 Oracle Enterprise Asset Management Implementation Guide

Preventive Maintenance Implementation Flow

Process Flows 2-3

3
Setting Up
This chapter provides Enterprise Asset Management administrators necessary setup information. You can also refer to the Oracle Enterprise Asset Management Implementation Guide for additional information, such as APIs and Profile Options. This chapter covers the following topics: Before You Begin Oracle Enterprise Asset Management Setup Overview Organization Setup Setting Up Organizations Enabling Organizations for Enterprise Asset Management Defining eAM Parameters General eAM Setup Setting Up Areas Defining Departments and Resources Defining Department Approvers Defining Miscellaneous Documents Setting Up Electronic Records and Signatures Defining Lookups Asset Setup Using the Activity Workbench Rebuildable Item Setup Non-Stock Direct Item Setup Preventive Maintenance Setup eAM Planning and Scheduling

Setting Up 3-1

Defining a Master Demand Schedule Name Defining a Material Requirements Plan Name Defining Plan Options Quality Integration Setup Creating Collection Elements Creating eAM Quality Collection Plans Creating eAM Quality Collection Plans for a Supplier Outside Processing Integration Setup Setting Up Outside Service Processing Setting Up Direct Items Cost Management Integration Setup Setting Up Cost Categories Setting Up Purchase Order Category Associations for Direct Items Setting Up eAM Cost Management Setting Up Zero Cost Rebuild Item Issue Process and Discrete Manufacturing Integration Setup Organization Setup Associating Assets with Production Equipment Project Manufacturing Integration Setup Project Definition Property Manager Integration Setup Setting Up eAM Prerequisites Executing the Export Process Executing the Asset Number Interface Service Integration Setup Creating Maintenance Service Request Types Enabling Service Requests for Assets and Rebuildables Enabling eAM Specific Fields Oracle Time and Labor Integration Setup Defining Persons as Users Creating Eligibility Criteria Work Order Billing Setup

3-2 Oracle Enterprise Asset Management Implementation Guide

Setting Up Parameters Setting up Costs for the Cost Plus Billing Basis Setting up Prices for the Price List Billing Basis Service Attribute Setup Setting Up Billable Material Setting Up a Billable Resource Setting Up a Billable Activity

Before You Begin


As you plan your implementation of Oracle Enterprise Asset Management (eAM), Oracle recommends that you consider the implementation issues discussed in this section. By carefully planning your implementation, you can save time and reduce errors.

Overview of Setting Up
This section contains a checklist that includes each task to complete the implementation of Oracle Enterprise Asset Management. It lists the steps required to implement Oracle Enterprise Asset Management, along with advanced implementation topics for you to consider. The setup checklist is organized into several subsections. When installing Oracle Enterprise Asset Management, the installation process automatically creates five responsibilities: Oracle Enterprise Asset Management, Maintenance User Workbench, Maintenance Super User, Self-Service Work Requests, and Self Service Time and Expenses. The Oracle Enterprise Asset Management is a super user responsibility. It includes the necessary functions to set up and implement Oracle Enterprise Asset Management. Before setting up Oracle Enterprise Asset Management, set up the users and assign their appropriate responsibilities for the implementation.

Related Product Setup Steps


Oracle Enterprise Asset Management setup includes various setup steps within Oracle Applications products. These steps are discussed in detail in the Overview of Setting Up sections of the respective Oracle Product users guides.

Setting Up Underlying Oracle Applications Technology


Ensure that you complete the following setup steps, including: Performing system-wide setup tasks, such as configuring concurrent managers and printers

Setting Up 3-3

Managing data security, which includes setting up responsibilities to enable access to a specific set of business data and complete a specific set of transactions, and assigning individual users to one or more of these responsibilities Setting up Oracle Workflow
Note: If you plan to use work requests for reporting maintenance

problems in Oracle Enterprise Asset Management, and those work requests need approval by a maintenance department user, then you should set up Oracle Workflow.

Oracle Enterprise Asset Management Setup Overview


Oracle Enterprise Asset Management (eAM) may have unique setups for each organization, including parameters, user defined lookups, and attributes. During the implementation process, the implementation team should discuss system and user options for Enterprise Asset Management. Users implementing Enterprise Asset Management should also have determined the structure of their organizations and user access via the Oracle System Administrator responsibility. This chapter covers the following topics: Organization Setup, Oracle Enterprise Asset Management User's Guide General Enterprise Asset Management Setup, Oracle Enterprise Asset Management User's Guide Defining Lookups, Oracle Enterprise Asset Management User's Guide Asset Setup, Oracle Enterprise Asset Management User's Guide Using the Activity Workbench, Oracle Enterprise Asset Management User's Guide Rebuildable Item Setup, Oracle Enterprise Asset Management User's Guide Non-Stock Direct Item Setup, Oracle Enterprise Asset Management User's Guide Preventive Maintenance Setup, Oracle Enterprise Asset Management User's Guide eAM Planning and Scheduling, Oracle Enterprise Asset Management User's Guide Quality Integration Setup, Oracle Enterprise Asset Management User's Guide Outside Processing Integration Setup, Oracle Enterprise Asset Management User's Guide Cost Management Integration Setup, Oracle Enterprise Asset Management User's

3-4 Oracle Enterprise Asset Management Implementation Guide

Guide Process and Discrete Manufacturing Integration Setup, Oracle Enterprise Asset Management User's Guide Project Manufacturing Integration Setup, Oracle Enterprise Asset Management User's Guide Property Manager Integration Setup, Oracle Enterprise Asset Management User's Guide Service Integration Setup, Oracle Enterprise Asset Management User's Guide Oracle Time and Labor Integration Setup, Oracle Enterprise Asset Management User's Guide Work Order Billing Setup, Oracle Enterprise Asset Management User's Guide

Organization Setup
Organization setup is required before you can set up any additional Enterprise Asset Management information. Tasks include: Setting Up Organizations, Oracle Enterprise Asset Management User's Guide Enabling Organizations for Enterprise Asset Management, Oracle Enterprise Asset Management User's Guide Defining eAM Parameters, Oracle Enterprise Asset Management User's Guide

Setting Up Organizations
A valid organization is a requirement for Enterprise Asset Management setup. Decisions are made during implementation as to which organization(s) are enabled for Enterprise Asset Management. If the decided upon organization(s) already exists, you can skip this section and proceed to Enabling Organizations for Enterprise Asset Management, Oracle Enterprise Asset Management User's Guide.

To set up Organizations:
1.

Navigate to the Organization window.

Setting Up 3-5

Organization

2. 3.

Enter an organization Name, for example Seattle Maintenance. Select an organization Type. For information on Type, Dates region fields, Location, Internal or External, Location Address, and Internal Address fields, See: Creating an Organization, Oracle Human Resources User's Guide. Save your work. A valid Location must be set up before you can save (See: Creating an Organization, Oracle Human Resources User's Guide). In the Organization Classifications region, establish this organization as an Inventory Organization. Select Inventory Organization from the Name list of values.
Note: An eAM organization must be classified as an Inventory

4.

5.

Organization. You can classify an eAM as other product organizations, as well.

6.

Save your work.

Related Topics
Creating an Organization, Oracle Human Resources User's Guide

3-6 Oracle Enterprise Asset Management Implementation Guide

Enabling Organizations for Enterprise Asset Management


Before you begin implementing Enterprise Asset Management (eAM), decide which organizations are eAM enabled. A valid organization must exist before you can enable the organization for Enterprise Asset Management (See: Setting Up Organizations, Oracle Enterprise Asset Management User's Guide).

To define an Enterprise Asset Management enabled organization:


You can create a new Enterprise Asset Management enabled organization, or convert an existing organization to an Enterprise Asset Management enabled organization. Oracle recommends that you keep Enterprise Asset Management organizations separate from production organizations. Enterprise Asset Management parameters are on the Inventory Parameters tab, within the Organization Parameters window.
1.

Navigate to the Organization Parameters window.

Setting Up 3-7

Organization Parameters

2.

Enter a valid organization code. For information on how to create an organization, See: Setting Up Organizations, Oracle Enterprise Asset Management User's Guide. Select the EAM Enabled checkbox to enable Enterprise Asset Management for this organization. You cannot clear this checkbox after Enterprise Asset Management items or Enterprise Asset Management parameters are defined in the current organization. If Enterprise Asset Management is enabled for the current organization, the EAM Organization value defaults and is disabled; the current organization code defaults. For organizations that are not Enterprise Asset Management enabled, you can populate the EAM Organization field with an Enterprise Asset Management enabled organization code. The designated eAM organization maintains equipment items for the designated production organization. For example, if the current organization is a production organization, this is how you would identify a

3.

4.

3-8 Oracle Enterprise Asset Management Implementation Guide

maintenance organization that is associated with the production organization (See: Overview of the Process and Discrete Manufacturing Integration, Oracle Enterprise Asset Management User's Guide). You can update this field, if asset equipment association does not exist in this organization.
5.

Save your work.

Related Topics
Organization Parameters Window, Oracle Inventory User's Guide

Defining eAM Parameters


After you have established an Enterprise Asset Management enabled organization, set up specific Enterprise Asset Management parameters that determine organization level defaults for individual transactions. Set up information, such as asset number defaults, cost defaults, work request information, and work order defaults.
Important: Before creating eAM Parameters, first create an Asset

Subinventory in the current eAM-enabled organization (Inventory > Setup > Organizations > Subinventories). See: Creating Subinventories, Oracle Inventory User's Guide.

To define Enterprise Asset Management parameters:


1.

Navigate to the Enterprise Asset Management Parameters window.

Setting Up 3-9

Enterprise Asset Management Parameters

2.

Optionally indicate whether this organization has system generated asset numbers within individual asset groups. See: Defining Asset Groups, Oracle Enterprise Asset Management User's Guide. You can specify the starting serial number within the Organization Parameters window and/or the Master Item window, when defining asset groups. If the starting serial number is defined for the Asset Group, this definition overwrites the starting serial number within the Organization Parameters. Optionally choose Event Log Controls to enable system events that are logged within the current organization. You can select the Log Enabled checkbox next to the events that you want logged for your assets. See: Asset Operational Logging, Oracle Enterprise Asset Management User's Guide. The Cost Defaults region represents default cost information for future Work Orders, without defined cost elements within the work order.

3.

4.

3-10 Oracle Enterprise Asset Management Implementation Guide

Select an Enterprise Asset Management Cost Element to indicate how to capture cost overheads and any miscellaneous resource costs. Valid values are Equipment, Labor, and Material. See: Overview of eAM Cost Management, Oracle Enterprise Asset Management User's Guide.
5.

Select a Cost Category to use as the default for departments that do not have a cost category defined. Department costs are then posted to the appropriate cost elements. Valid values are Maintenance, Operations, Contract, and any other values that you might have added within the extensible lookup table. See: Overview of eAM Cost Management, Oracle Enterprise Asset Management User's Guide. In the Preventive Maintenance region, optionally select the Implement From Horizon Start Date check box to bypass past due work order suggestions when executing the Preventive Maintenance process. If this checkbox is selected, suggested Work orders, from the Horizon Start Date forward, are executed. Indicate whether Work Requests are automatically approved upon creation, or if every user, with the responsibility assigned to the asset's current owning department, receives a notification via Workflow (See: Oracle Applications 12 Workflow and Defining Department Approvers, Oracle Enterprise Asset Management User's Guide). This notification appears within self service, within the responsibility you use to log in. If the Auto Approve checkbox is selected, Work Requests are created with an Awaiting Work Order status. If the checkbox is not selected, work requests are created with an Open status.
Note: A Work Request status must be Awaiting Work Order before

6.

7.

you can associate it with a Work Order. The Awaiting Work Order status indicates that the Work Request is approved.

8.

Optionally select the Default Asset from Employee Location checkbox to indicate the default asset information when creating a Work Request. If this checkbox is selected, the Asset Number information defaults as the Location number exported from Property Manager. Oracle Property Manager is a separate product. If you choose the Extended Log checkbox, the system keeps an audit trail of records when defining or updating Work Requests.

9.

10. Optionally select the Asset Number Mandatory checkbox to indicate that the Asset

Number field is mandatory when creating a Work Request.


11. Select the WIP Accounting Class default to ensure that Work Orders generated

within Enterprise Asset Management have an established account code structure assigned, to accept charges incurred by that Work Order. The WIP accounting class codes available are of type, Maintenance. If a Maintenance type WIP accounting

Setting Up 3-11

class does not exist, you can define a new one (See: Defining WIP Accounting Classes, Oracle Work in Process User's Guide).
Note: Cost Management handles maintenance Work Orders as

non-standard expense jobs.

12. Optionally enter a Work Order Prefix. A prefix enables your organization to

identify routine work orders.


13. Optionally select a Default Department. Oracle recommends that you select a

default department. This department defaults to maintenance work orders as they are entered. If a department does not exist on a work order, you cannot release it.
14. Select the Enable Workflow for Work Orders checkbox to initiate approval processes

for work orders. Work orders might require approvals or notifications at different stages in their lifecycles. Workflow automates this process. You can set up business events and event subscriptions (or use seeded events and subscriptions) within Oracle Workflow to indicate what events trigger Workflow. Seeded events that you can enable to trigger workflow are: Work Order creation, Work Order release approval, Work Order completion, Work Order status change, Operation completion. See: Setting Up Oracle Workflow, Oracle Workflow User's Guide and Setting Up the Business Event System, Oracle Workflow User's Guide and Planning Your Organization's Approval Process, Oracle Approval Management User's Guide).
15. Indicate whether Material Issue Requests are enabled. If this checkbox is selected,

the Enable Material Issue Requests checkbox on eAM Work Orders defaults as selected.
16. Within the Work Order Defaults region, select the Value Rebuildables at Zero Cost

to indicate that rebuildable components charge at zero cost (See: Setting Up Zero Cost Rebuild Item Issue, Oracle Enterprise Asset Management User's Guide). If this checkbox is selected, rebuildable items issued out of the subinventory expense account are issued at zero cost.
17. Indicate whether only billable items are invoiceable.

If the Invoice Billable Items Only checkbox is selected, only billable items can invoice; however, the item needs to be invoiceable (Invoiceable Item and Invoice Enabled check boxes selected within the Master Item window. See: Invoicing Attribute Group, Oracle Inventory User's Guide) and the Billing Type checkbox needs to be selected (See: Work Order Billing Setup, Oracle Enterprise Asset Management User's Guide). If the Invoice Billable Items Only checkbox is not selected, any item can be invoiced if it is invoiceable within the Master Item window (Invoiceable Item and Invoice Enabled checkboxes selected within the Master Item window. See: Invoicing Attribute Group, Oracle Inventory User's Guide.

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18. If you select the Auto Firm on Release checkbox, the dates on the Work Order

cannot automatically reschedule, after the Work Order is at Released or On Hold statuses. You can still manually reschedule a resource on the work order, thereby updating the dates on its corresponding Operation and Work Order.
19. If you select the Auto Firm on Create checkbox, the dates on the Work Order cannot

automatically reschedule, even in Draft and Unreleased statuses. You can still manually reschedule a resource on the work order, thereby updating the dates on its corresponding operation and work order.
20. Within the Account Defaults region, select a Maintenance Offset account. You can

create or break a Parent and Child (hierarchy) relationship that exists between an Asset Number and a Rebuildable Serial Number, manually using the Configuration History page. This account records what is sent to Inventory when a Rebuildable is removed from an Asset, and then transferred into inventory. For example, if the relationship is broken, the Asset or Rebuildable is sent to either Scrap or Inventory. If the Rebuildable is sent to Inventory, the accounting is as follows: Debit Inventory Credit Maintenance Offset
21. Save your work.

General eAM Setup


General Enterprise Asset Management Setup tasks include the following: Setting Up Areas, Oracle Enterprise Asset Management User's Guide Defining Departments and Resources, Oracle Enterprise Asset Management User's Guide Defining Department Approvers, Oracle Enterprise Asset Management User's Guide Defining Miscellaneous Documents, Oracle Enterprise Asset Management User's Guide Setting Up Electronic Records, Enterprise Asset Management User's Guide

Setting Up Areas
Use areas to logically sort assets by the zones in which they reside. Areas divide the maintenance plant or facility into zones, which help to track and account for assets.

Setting Up 3-13

Areas are later associated with assets.

To set up Areas:
1.

Navigate to the Area window.


Area

2. 3. 4.

Using the Add icon on the tool bar, add an Area. Enter a Description for this location. The Effective From Date defaults as the system date, but you can optionally update it. Optionally select an Effective To Date to indicate an expiration of the Area. Save your work.

5.

Defining Departments and Resources


A department represents a crew within your organization. A crew may include people, machines, or suppliers. Departments are also used to collect costs, apply overhead, and compare load to capacity. Assign a department to each operation of a routing and assign resources that are available for that department. The department assigned to each operation of a routing also becomes the assigned department of the corresponding operation within the Work Order, assuming the Work Order is using the routing. Resources are defined before departments. For information on defining resources, See: Defining a Resource, Oracle Bills of Material User's Guide. When you define a department, you specify available resources. A resource represents a craft. You can

3-14 Oracle Enterprise Asset Management Implementation Guide

enter multiple resources for each department. For each resource, you can specify the shifts that the resource is available. For each resource shift, you can specify capacity modifications that change the available hours per day, units per day, or workdays.

To define departments (crews) and resources (crafts):


1.

Navigate to the Departments window.


Departments

2. 3.

Enter the Department name, unique to the Organization. Optionally select a department Class (See: Creating Department Classes, Oracle Bills of Material User's Guide). Select a Location. Enter a location for a department if it is the receiving department following outside processing (See: Overview of eAM Contractor Services, Oracle Enterprise Asset Management User's Guide and Outside Processing, Oracle Work in Process User's Guide). Enter a Project Expenditure Organization. Optionally enter an Inactive On date on which you can no longer assign this department to routing operations. For instructions on all remaining fields, See: Defining a Department, Oracle Bills of Material User's Guide (Bills of Material, Routings, Departments).

4.

5. 6.

7.

Choose Resources to add resources or crafts to the current department.

Setting Up 3-15

Resources

8. 9.

Enter the Resource to assign to the current department. Optionally, for owned resources, indicate whether the resource is available 24 hours per day. You cannot assign shifts to a resource that is available 24 hours per day.

10. For owned resources, indicate whether this department can share the resource and

capacity with other departments.


11. Enter the number of capacity Units (resource units) available for this department,

for example, the number of machines for a machine resource. Each resource can assign to any number of departments; multiple resources can assign to each department.
12. Optionally select the Check CTP check box to indicate that this resource is used in a

Capable to Promise (CTP) check (See: Capable to Promise, Oracle Master Scheduling/MRP and Supply Chain Planning User's Guide).
13. Optionally enter a resource Group for the resource in this department. 14. Optionally select the Schedule by Instance check box to indicate whether the

department resource should be scheduled at the instance level (specific employee name or piece of equipment).
15. For borrowed resources, enter the Owning Department.

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16. Select the Planning tab. Optionally enter an Exception Set. The exception sets that

you assign help to identify capacity problems (See: Planning Exception Sets, Oracle Capacity User's Guide).
17. Choose Instances to add employees or equipment to the current resource. An

instance is a specific employee name or piece of equipment. See: People and Assignments, Implementing Oracle HRMS.
Instances

18. Choose Shifts for owned resources that are not available 24 hours per day. This

enables you to assign and update shift information for the resource and define capacity changes for a shift.

Setting Up 3-17

Shifts

1.

Select a Shift Number. The shifts available are those assigned to the workday calendar and assigned to the current organization.

2.

Choose Capacity Changes to define capacity changes for a shift.

For more information, See: Assigning Resources to a Department, Oracle Bills of Material User's Guide (Bills of Material, Routings, Departments).

Defining Department Approvers


With a responsibility assigned to the current asset's owning department, you can set up department approvers so that Work Request notifications are sent to each approver, via Oracle Workflow (See: Defining Departments and Resources, Oracle Enterprise Asset Management User's Guide and Defining Asset Numbers, Oracle Enterprise Asset Management User's Guide, and Oracle Applications 12 Workflow). Approvers can view these notifications on the Enterprise Asset Management Self Service Maintenance Home Page (See: Home, Oracle Enterprise Asset Management User's Guide). Everyone who receives the notification can access the work request to change its status, or add additional information to the Work Request log. After one user approves the Work Request, the notification is removed from the users' notification lists, and the work request status transitions from Open to Awaiting Work Order. A work request can be rejected. If an approver rejects a work request, the notification is removed from that approver's notification list. You can re-assign a notification to

3-18 Oracle Enterprise Asset Management Implementation Guide

another user for approval or additional information; for example, the originator might need to provide additional information on the work request.

To define Department Approvers:


1. 2.

Navigate to the Department Approvers window. Select a Responsibility Name. A department is assigned to one responsibility.
Department Approvers

3.

In the Departments region, select a Department. You can select an unlimited number of departments. Optionally select a Primary Approver for the department from the Name list of values. The list of values contains all users within the current responsibility. If the Primary Approver is not specified, the notification is sent to all users with the particular responsibility. Save your work.

4.

5.

Related Topics
Work Requests, Oracle Enterprise Asset Management User's Guide Home, Oracle Enterprise Asset Management User's Guide

Defining Miscellaneous Documents


You can create text and files, such as spreadsheets, graphics, and OLE objects. You can

Setting Up 3-19

attach these documents to a maintenance Work Order, asset, or operation.

To define miscellaneous documents:


1.

Navigate to the Miscellaneous Documents window.


Miscellaneous Documents

2. 3.

Select a Data Type. Valid values are File, Short Text, and Web Page. If the Data Type is File, attach the appropriate file. If the Data Type is Web Page, enter the relevant URL. If the Data Type is Short Text, insert the text in the Text field. For information on all fields, See: Working With Attachments, Oracle Applications User's Guide.

Setting Up Electronic Records and Signatures


During Work Order completion, you can require Electronic Signatures and Electronic Records. These are provided using the Oracle ERES framework. Electronic Signatures ensure that the person processing the transaction verifies their identity by providing their User Identification and password, during the transaction. Electronic records provide a permanent snapshot of the transaction data that the user is verifying.

3-20 Oracle Enterprise Asset Management Implementation Guide

To set up electronic records and signatures:


1.

Navigate to the Electronic Records page (ERES Administrator: Setup > Configuration Variables).
Electronic Records

2.

Select EAM Work Order Completion - SSWA from the Transaction Name list of values. Optionally select a Rule Name. Choose Create to create Variable Names. Select E-record Required from the Transaction Name list of values. Set this value to Y. Select E-signature Required from the Transaction Name list of values. Set this value to Y.

3. 4.

5.

Choose Apply.

Defining Lookups
Lookup codes must be decided upon and defined during the implementation process. Lookup codes fall within three categories: extensible, user defined, or system defined. If a lookup code is extensible, the existing lookup codes cannot be modified, but you can add new codes to the table. If lookup codes are user defined, all codes may be modified.

Setting Up 3-21

If lookup codes are system defined, the existing codes cannot be modified, and new codes cannot be added to the table. You need to define Asset Lookups, Work Request Lookups, and Work Order Lookups. This section includes the following topics: Activity Types, Oracle Enterprise Asset Management User's Guide Activity Causes, Oracle Enterprise Asset Management User's Guide Activity Sources, Oracle Enterprise Asset Management User's Guide Asset Activity Priorities, Oracle Enterprise Asset Management User's Guide Cost Category Codes, Oracle Enterprise Asset Management User's Guide Criticality Codes, Oracle Enterprise Asset Management User's Guide Asset Import Scope Codes, Oracle Enterprise Asset Management User's Guide Asset Import Statuses, Oracle Enterprise Asset Management User's Guide Asset Log User-defined Events, Oracle Enterprise Asset Management User's Guide Contact Preferences, Oracle Enterprise Asset Management User's Guide Failure Analysis View By Parameter Controls, Oracle Enterprise Asset Management User's Guide Failure Code Types, Oracle Enterprise Asset Management User's Guide Work Request Statuses, Oracle Enterprise Asset Management User's Guide Work Request Types, Oracle Enterprise Asset Management User's Guide Work Order and Work Request Priority Codes, Oracle Enterprise Asset Management User's Guide Work Order Reconciliation Codes, Oracle Enterprise Asset Management User's Guide Work Order Types, Oracle Enterprise Asset Management User's Guide

Activity Types
Activity Types are used to describe the type of maintenance work that is performed on an asset (See: Defining Activities, Oracle Enterprise Asset Management User's Guide). For example, Inspections, Lubrications, Overhauls, Calibration, and Repetitive work. Activity Types are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

3-22 Oracle Enterprise Asset Management Implementation Guide

To define activity types:


1.

Navigate to the Oracle Manufacturing Lookups window.


Oracle Manufacturing Lookups

2. 3. 4.

Select the flashlight Find icon. Select MTL_EAM_ACTIVITY_TYPE from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

5. 6. 7.

Enter the Meaning of the code, for example, Lubrication. Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is for informational purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management.

8.

9.

Setting Up 3-23

10. Save your work.

Activity Causes
Activity Cause codes are reasons for an asset failure. For example, Preventive, Normal Wear, Rework, and Breakdown. This information enables you to understand the dynamics that affect an asset's ability to perform. They establish critical data that is used for reporting and analysis of asset failure causes and the frequency of such conditions. Asset Cause Codes are referenced when setting up an Activity (See: Defining Activities, Oracle Enterprise Asset Management User's Guide). Activity Cause codes are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define activity cause codes:


1.

Navigate to the Oracle Manufacturing Lookups window.


Activity Cause Codes

2. 3.

Select MTL_EAM_ACTIVITY_CAUSE from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4.

Enter the Meaning of the code, for example, Breakdown.

3-24 Oracle Enterprise Asset Management Implementation Guide

5. 6.

Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management. Save your work.

7.

8. 9.

Activity Sources
Activity source codes are reasons activities are executed. For example, warranty compliance, OSHA compliance, or military specification requirements. Activity source codes are referenced when setting up an activity (See: Defining Activities, Oracle Enterprise Asset Management User's Guide). Activity source codes are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define activity source codes:


1.

Navigate to the Oracle Manufacturing Lookups window.

Setting Up 3-25

Activity Source Codes

2. 3.

Select MTL_EAM_ACTIVITY_SOURCE from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering of alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning of the code, for example, Breakdown. Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled check box to enable this code for Enterprise Asset Management. Save your work.

7.

8. 9.

Asset Activity Priorities


Activity priority codes indicate asset activity priority levels, for example, Low, Medium,

3-26 Oracle Enterprise Asset Management Implementation Guide

and High. Activity priorities are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define activity priorities:


1.

Navigate to the Oracle Manufacturing Lookups window.


Activity Priorities

2. 3.

Select WIP_EAM_ACTIVITY_PRIORITY from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering of alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning of the code, for example, High. Enter a Description. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management.

7.

8.

Setting Up 3-27

9.

Save your work.

Asset Failure Source Types


Failure is reported on a work order. Each work order represents one single failure occurrence (event) for the asset specified on the work order (See: Failure Analysis Overview, Oracle Enterprise Asset Management User's Guide). You can optionally add more codes, specifying different source types. For example, you may specify different types of work orders with different source types. Asset failure source types are user-defined (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define asset failure source types:


1.

Navigate to the Oracle Manufacturing Lookups window.


Asset Failure Source Types

2. 3.

Select EAM_ASSET_FAIL_SRC_TYPE from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4.

Enter the Meaning, for example, Preventive Maintenance Work Order.

3-28 Oracle Enterprise Asset Management Implementation Guide

5. 6.

Enter a Description. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management. Save your work.

7.

8. 9.

Asset Import Scope Codes


The eAM Asset Number Open Interface enables you to import asset numbers into eAM, using a batch process. You can optionally import Asset Number attributes. You can create new asset numbers and attributes, or update existing asset numbers and attributes. See: eAM Asset Number Open Interface, Oracle Enterprise Asset Management Implementation Guide. Define the process' parameter scope codes. Asset import scope codes are user-defined (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define asset import scope codes:


1.

Navigate to the Oracle Manufacturing Lookups window.

Setting Up 3-29

Asset Import Scope Codes

2. 3.

Select EAM_ASSET_IMPORT_SCOPE from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning, for example, With Attributes. Enter a Description. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled check box to enable this code for Enterprise Asset Management. Save your work.

7.

8. 9.

Asset Import Statuses


The eAM Asset Number Open Interface enables you to import Asset Numbers into

3-30 Oracle Enterprise Asset Management Implementation Guide

eAM, using a batch process. You can optionally import Asset Number attributes. You can create new Asset Numbers and attributes, or update existing Asset Numbers and attributes. See: eAM Asset Number Open Interface, Oracle Enterprise Asset Management Implementation Guide. Define the process' import statuses. Asset Import Statuses are user defined (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define asset import statuses:


1.

Navigate to the Oracle Manufacturing Lookups window.


Asset Import Statuses

2. 3.

Select EAM_ASSET_IMPORT_STATUS from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning, for example, Success. Enter a Description. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this.

7.

Setting Up 3-31

Optionally enter a Effective To Date to indicate an expiration of the code.


8. 9.

Select the Enabled checkbox to enable this code for Enterprise Asset Management. Save your work.

Asset Log User-defined Events


You can define events, and associate them to work order statuses. A Work Order might require approvals or notifications at different stages of its lifecycle. Workflow automates this process. You can initiate Workflow to generate notifications, approvals, transactions, and update a work order status. These statuses are used within your customized workflow (See: Setting Up Oracle Workflow, Oracle Workflow User's Guide and Setting Up the Business Event System, Oracle Workflow User's Guide). Asset Log User-defined Events are user-defined (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define asset log user-defined events:


1.

Navigate to the Oracle Manufacturing Lookups window.


Asset Log User-defined Events

2. 3.

Select EAM_USER_EVENTS from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.

3-32 Oracle Enterprise Asset Management Implementation Guide

Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning of the code. Enter a Description. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management. Save your work.

7. 8.

Contact Preferences
You can set up Contact Preferences. Contact preferences are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define contact preferences codes:


1.

Navigate to the Oracle Manufacturing Lookups window.

Setting Up 3-33

Contact Preferences

2. 3.

Select WIP_EAM_CONTACT_PREFERENCE from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning of the code. Enter a Description. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management. Save your work.

7. 8.

Cost Category Codes


Cost Category codes are used as the default for departments that do not have a cost category defined. Department costs are then posted to the appropriate cost elements. Valid values are Maintenance, Operations, Contract, and any other values that you might add within this extensible lookup table. See: Overview of eAM Cost

3-34 Oracle Enterprise Asset Management Implementation Guide

Management, Oracle Enterprise Asset Management User's Guide.

To define cost category codes:


1.

Navigate to the Oracle Manufacturing Lookups window.


Cost Category Codes

2. 3.

Select BOM_EAM_COST_CATEGORY from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning of the code, for example, High. Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management.

7.

8.

Setting Up 3-35

9.

Save your work.

Criticality Codes
Criticality codes suggest the importance of an asset to an organization, for example, High and Low. An asset that has a direct impact on production or that is difficult to replace may be considered a critical asset. Asset criticality codes help you to determine the urgency of requested work. Asset criticality codes are referenced when defining an asset (See: Defining Asset Numbers, Oracle Enterprise Asset Management User's Guide). Asset Criticality Codes are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define asset criticality codes:


1.

Navigate to the Oracle Manufacturing Lookups window.


Asset Criticality Codes

2. 3.

Select MTL_EAM_ASSET_CRITICALITY from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

3-36 Oracle Enterprise Asset Management Implementation Guide

Warning: Oracle recommends that you do not create more than 250

asset criticality codes in order to avoid performance issues.

4. 5. 6.

Enter the Meaning of the code, for example, High. Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management. Save your work.

7.

8. 9.

Failure Analysis View By Parameter Controls


Inquiries on failure data are performed, based on user-entered criteria, such as date range, asset groups or assets, departments, areas, and so on. Failure Analysis View By Parameter Controls enable you to set up parameters that are used to query the information (See: Failure Analysis Overview, Oracle Enterprise Asset Management User's Guide). Failure Analysis View By Parameter Controls are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define failure analysis view by parameter controls:


1.

Navigate to the Oracle Manufacturing Lookups window.

Setting Up 3-37

Failure Analysis View By Controls

2. 3.

Select EAM_FAILURE_ANALYSIS_VIEW_CTRL from the Type list of values Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning, for example, Work Order. Enter a Description Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management. Save your work.

7.

8. 9.

Failure Code Types


Failure codes, Cause codes and Resolution codes are organized into multiple tree

3-38 Oracle Enterprise Asset Management Implementation Guide

structures called Failure Code Sets, which are then assigned to asset groups. Each set provides asset group-specific information on the possible failures of an asset group, the possible causes of each failure, and the possible resolutions for each cause. Assets within an asset group inherit the assigned Failure Code Set. At the work order level, Failure Tracking codes are entered to report a failure, its cause, and resolution. (See: Failure Analysis Overview, Oracle Enterprise Asset Management User's Guide). You can optionally update Failure Code Types' meanings.

To define failure code types:


1.

Navigate to the Oracle Manufacturing Lookups window.


Failure Code Types

2. 3. 4. 5.

Select EAM_FAILURE_CODE_TYPE from the Type list of values Optionally update the Meaning, for example, Failure Code. Enter a Description Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled check box to enable this code for Enterprise Asset Management. Save your work.

6.

7. 8.

Setting Up 3-39

Work Request Statuses


Work Request Approval is the process of changing a Work Request status from Open to Awaiting Work Order. Maintenance Work Orders are linked to Work Requests with a status of Awaiting Work Order. When defining the Enterprise Asset Management parameters (See: Defining eAM Parameters, Oracle Enterprise Asset Management User's Guide), if the Auto Approve check box is selected, Work Requests are created with an automatic status of Awaiting Work Order, for that organization. If the check box is not selected, Work Requests are created with a status of Open; any user who receives the notification (See: Defining Department Approvers, Oracle Enterprise Asset Management User's Guide) can change the Work Request status to Awaiting Work Order. A plant or facility might need to include additional statuses. Currently, the workflow cannot be customized to work with user-defined Work Request statuses. Work Request Approval statuses are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define Work Request statuses:


1.

Navigate to the Oracle Manufacturing Lookups window.


Work Request Statuses

2. 3.

Select WIP_EAM_WORK_REQ_STATUS from the Type list of values. Optionally add additional Codes to the pre-existing list of codes. The codes that are pre-existing cannot be deleted, however their Meanings can be modified.

3-40 Oracle Enterprise Asset Management Implementation Guide

Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning of the code, for example, Open. Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is for information purposes. Optionally enter Effective From and To Dates to indicate an expiration of the code. Select the Enabled check box to enable this code for Enterprise Asset Management. Save your work.

7. 8. 9.

Work Request Types


Work Request Types describe and categorize Work Requests. For example, Manual, System, Routine, Capital, and Furniture. Work Request Types are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define a Work Request type:


1.

Navigate to the Oracle Manufacturing Lookups window.

Setting Up 3-41

Work Request Types

2. 3.

Select WIP_EAM_WORK_REQ_TYPE from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning of the code, for example, Manual. Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management. Save your work.

7.

8. 9.

Work Order and Work Request Priority Codes


Work Order Priority Codes contribute to the organization and execution of Work

3-42 Oracle Enterprise Asset Management Implementation Guide

Orders. For example, High, Medium, and Low, or 1,2, and 3, respectively. Typically, a priority is assigned by the people entering Work Requests and Work Orders. The planner or supervisor compares this priority to the asset criticality (See: Asset Criticality Codes, Oracle Enterprise Asset Management User's Guide). These codes are entered when creating Activity associations, Work Orders, and Work Requests. Typically, a priority is assigned by the person that enters the Work Request and its related Work Order. Priority specified during Activity association becomes the Work Order priority when a Work Order is created, using the Activity Association (See: Routine Work Orders, Oracle Enterprise Asset Management User's Guide and Work Requests, Oracle Enterprise Asset Management User's Guide). Work Order Priority Codes are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To create Work Order priority codes:


1.

Navigate to the Oracle Manufacturing Lookups window.


Priority Codes

2. 3.

Select WIP_EAM_ACTIVITY_PRIORITY from the Type list of values. Optionally add additional Codes to the pre-existing list of codes. The codes that are pre-existing cannot be deleted, however their Meanings can be modified.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4.

Enter the Meaning of the code, for example, High.

Setting Up 3-43

5. 6.

Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management. Save your work.

7.

8. 9.

Work Order Reconciliation Codes


Reconciliation Codes detail how Work Orders and operations were completed. These codes usually fall within two categories: Completed as Planned or Partial Completion. You can further define the condition within these two types of completion statuses. These codes enable you to evaluate Work Orders by percentage completed or delayed, and if they were delayed, the reason for the delay. Reconciliation Codes are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define Work Order reconciliation codes:


1.

Navigate to the window.

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Work Order Reconciliation Codes

2. 3.

Select WIP_EAM_RECONCILIATION_CODE from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4. 5. 6.

Enter the Meaning of the code, for example, Fixed Completely. Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled check box to enable this code for Enterprise Asset Management. Save your work.

7.

8. 9.

Work Order Types


Work Order Types enable you to differentiate Work Orders. For example, Routine, and

Setting Up 3-45

Rebuild. Maintenance management can use this information to sort and monitor work activity for reporting and budgeting. Work Order Types are referenced in the Activity and Work Order. Work Order Types are created manually or automatically. For example, Rebuildable Work Orders are created automatically or manually (See: Rebuild Work Orders, Oracle Enterprise Asset Management User's Guide). Preventive Maintenance Work Orders are created automatically, based on meter readings (See: Preventive Maintenance Work Orders, Oracle Enterprise Asset Management User's Guide). Work Order Types are extensible (See: Defining Lookups, Oracle Enterprise Asset Management User's Guide).

To define Work Order types:


1.

Navigate to the Oracle Manufacturing Lookups window.


Work Order Types

2. 3.

Select WIP_EAM_WORK_ORDER_TYPE from the Type list of values. Enter a numeric Code. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4.

Enter the Meaning of the code, for example, Routine.

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5. 6.

Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is for information purposes. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled checkbox to enable this code for Enterprise Asset Management. Save your work.

7.

8. 9.

Asset Setup
Asset Setup includes the following tasks: Setting Up Category Codes, Oracle Enterprise Asset Management User's Guide Defining Asset Groups, Oracle Enterprise Asset Management User's Guide Defining Activities, Oracle Enterprise Asset Management User's Guide Activity Association Templates, Oracle Enterprise Asset Management User's Guide Setting Up Attributes, Oracle Enterprise Asset Management User's Guide Defining Asset Documents, Oracle Enterprise Asset Management User's Guide Defining Asset Numbers, Oracle Enterprise Asset Management User's Guide Defining Asset Routes, Oracle Enterprise Asset Management User's Guide Setting Up Asset Bills of Material, Oracle Enterprise Asset Management User's Guide

Setting Up Category Codes


Category codes are used as naming conventions for assets by creating classes and subclasses. They are user defined, and used to logically group assets, simplifying the search for Asset Numbers. For example, Cranes are classified by several different types, such as Overhead Cranes, Jib Cranes, and Mobile Cranes. You can query using the class CRANE, which displays all assets defined as Cranes within that organization. If you enter CRANES.JIB, the system would then narrow the results to just those assets defined as Jib Cranes. With both queries, you can identify assets based on familiar names, rather than numbers. Category codes are first defined, then added to the Enterprise Asset Management Category Set. After they belong to this category set, they are associated with Asset

Setting Up 3-47

Groups, which tie to individual assets. See also: Defining Categories and Defining Category Sets, Oracle Inventory User's Guide.

To set up category codes:


1.

Navigate to the Find Categories window. You can find existing category codes, or create new ones. Choose New.
Categories

2.

3.

Select the Asset Management category to create a new Class.Subclass from the Structure Name list of values. Enter in a new Category, for example TRUCK.FRKLFT. Add a long Description for this category. Optionally select the Enabled check box to indicate that this category is enabled. Optionally enter an Inactive On date. Optionally select the Enabled for iProcurement check box to indicate that this category is enabled for iProcurement. Optionally select the Viewable by Supplier check box to indicate that this category is viewed by the Supplier.

4. 5. 6. 7. 8.

9.

10. Save your work.

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To set up category sets:


To associate Category Codes (TRUCK.FRKLFT) with an Asset Group, first define the item category relationship using the Category Sets menu option.
1.

Navigate to the Category Sets window.


Category Sets

2.

Select the flashlight icon from the tools menu, then select Enterprise Asset Management. A description defaults; you can optionally change it. Select Asset Management from the Flex Structure list of values. Indicate the Controlled At level. Valid values are Master Level, and Organization Level.

3. 4. 5.

Setting Up 3-49

6. 7.

Enter a Default Category code for the Category Set. If you select Allow Multiple Item Category Assignments, you can define a series of categories, such as Crane.Jib, and Crane.Overhead, that are associated to a single Asset Group. If you select Enforce List of Valid Categories, you are preventing users from entering incorrect categories that are not associated with the Asset Group associated with the asset being created. Enter the Category Codes that you want to associate with this category set.

8.

9.

10. Select Assign to display a table enabling you to associate the categories with an

Asset Group.
11. Save your work.

Defining Asset Groups


During implementation, Asset Group (Asset Group or Rebuildable Item) names should be established. Asset Groups represent groups of assets that are virtually identical. Generally, an Asset Group is defined for each Manufacturer and Model Number combination (Make, Model, and Year). Examples include Acme Model 123 Pump and Ford F150 2002 Truck.
Note: If you have assets in your organization that are virtually identical

(for example, the same manufacturer and model), consider creating a Asset Group for those assets.

Note: The Asset Groups window does not support electronic

signatures. If you create an asset group, the record does not contain your electronic signature.

To set up asset groups:


1.

Navigate to the Asset Groups window.

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Asset Groups

2. 3. 4.

Enter the name of the Asset Group. Enter a Description for this Asset Group, up to 240 characters. Select the @Asset Group Template to quickly apply attribute values, and to ensure that the appropriate attributes are applied.
Note: You can create Asset Groups using the template described

above, or you can copy an Asset Group from an existing Asset Group (See: Defining Items, Oracle Inventory User's Guide).

The following table presents the necessary attribute values that are applied automatically to the Asset Group, when using the template:
Asset Group Attributes Attribute User Item Type Item Status Inventory Item Transactable Value Asset Group Active Enabled Disabled

Setting Up 3-51

Attribute Serial Number Generation Effectivity Control EAM Item Type

Value Predefined Model/Unit Number Asset Group

5. 6.

In the Serial Generation region, select Predefined for the Generation value. Define a Starting Prefix and Starting Number for this Asset Group. If Serial Generation is set at Item Level for the Organization, the system defaults the prefix, along with the starting number sequence, when a new Asset Number is created for this Asset Group. Optionally select the paperclip Attachments icon to attach relevant documents, such as drawings, standard procedures, and reference guides, to this Asset Group. You can attach file, URL, and text attachments. Save your work.

7.

8.

To access failure analysis information:


You can access the Failure Set page to view failure tracking codes that are assigned to the current Asset Group.
1.

From the Asset Groups window, select Maintain Failure Set from the Tools menu. If the Asset Group does not have an associated Failure Set, this menu option is disabled. See: Defining Failure Codes and Sets, Oracle Enterprise Asset Management User's Guide and Failure Analysis Overview, Oracle Enterprise Asset Management User's Guide.

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2.

Close the window.

To associate asset groups with multiple organizations:


1. 2. 3. 4.

From the Asset Groups window, select Item Details from the Tools menu. Select the Organization Assignment tab. Enter additional organizations in the available table. After saving your work, you can create Assets for this Asset Group.

Defining Activities
Activities provide you with a standard template of jobs, which are applied to Work Orders, such as Routine or Preventive Maintenance. After these Activity Templates are created, they are associated with one or more Asset Numbers or Rebuildables (See: Activity Association Templates, page 3-58 and Rebuildable Item/Activity Association, page 3-110). They are also associated to a maintenance BOM (See: Setting Up Activity Bills of Material, page 3-97) and activity routing (See: Defining Asset Routes, page 3-93 ), containing the materials and resources needed for operations, respectively. When Work Orders are created for assets associated to the Activity, the material and resources associated with the current Activity automatically copy to the Work Orders created. There are three methods you can use to create an Activity. You can create an Activity within the Master Activity (Master Item) window, create Activities from the Activity Workbench, and create Activities from within a Maintenance Work Order.

To set up Activities within the Master Activity window:


1.

Navigate to the Activity (Master Item) window. The Master Item window is used to

Setting Up 3-53

create Asset Groups, Activities, and rebuildable.


Master Item

2. 3. 4.

Enter the name of the Activity in the Item field. Enter a Description for this Activity, up to 240 characters. Use the @Activity template to quickly apply attribute values, and to ensure that the appropriate attributes are applied.
1. 2.

Select TOOLS from the Tools menu, and then select COPY FROM. Select the @Activity template.
Note: You can create Activities using the template described

above, or you can copy an Activity from an existing Activity (See: Defining Items, Oracle Inventory User's Guide).

The following table presents the necessary attribute values that are applied automatically to the Activity, when using the template:

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Activity Attributes Attribute User Item Type Item Status Inventory Item EAM Item Type Value Activity Active Enabled Activity

5.

Select the Asset Management tab. In the Activity Property region, optionally enter an Activity Type to indicate the type of maintenance for this Activity. It is used when defining a Work Order. It should remain generic, and should not describe the job in detail. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning.

6.

Optionally select an Activity Cause to specify what situation caused this work to generate. For example, Breakdown, Vandalism, Normal Wear, or Settings. Optionally select an Activity Source. Activity Source codes are reasons activities are executed. For example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements. See: Activity Sources, page 3-25. Optionally select a Shutdown Type. This indicates whether a shutdown is necessary to perform this maintenance activity. For example Required, and Not Required. This field is for information purposes. Optionally select an Activity Notification Required value to indicate whether the asset requiring work is mobile, and should be brought into the shop for repairs. This field is for information purposes.

7.

8.

9.

10. Optionally select the paperclip Attachments icon to attach relevant documents, such

as drawings, standard procedures, and reference guides, to this Activity. You can attach file, URL, and text attachments.
11. Save your work. After saving your work, this Activity can associate with an asset

(See: Activity Association Templates, page 3-58).

To associate Activities to multiple organizations:


1.

From the Master Item window, select TOOLS from the Tools menu.

Setting Up 3-55

2. 3. 4.

Select Organization Assignment. Enter additional organizations in the available window. Save your work.

To associate Assets with Activities:


After you have defined Asset Groups (See: Defining Asset Groups, page 3-50), Assets (See: Defining Asset Numbers, page 3-65), and Activities, you can associate the Activities with assets and/or rebuildables. However, you can streamline the creation of Activities and associations using an Activity Association Template (See: Activity Association , page 3-58Templates). Assets are associated with Activities before entering the Activity into a Preventive Maintenance Schedule.
Note: The Activity Workbench is generally used to streamline your

Activity setups, including Asset Number/Activity associations (See: Using the Activity Workbench, page 3-80). Also, you can streamline the creation of Activity associations using an Activity Association Template. For example, when you create an Asset Group, and then Asset Numbers within that group, you do not need to utilize the Association window to associate those Asset Numbers with an Activity. If you create an Activity Association Template, the Activity that you associate with the current Asset Number's Asset Group automatically determines the Activity that is associated with the current Asset Number (See: Activity Association Templates, page 3-58 ).

1.

Navigate to the Activity Association window.

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Activity Association

2. 3.

Select an Activity. Within the Main tab, select Asset or Rebuildable from the Item Type list of values. This field works directly with the Asset Group and Asset Item fields. If Asset is selected, the Asset Group refers to the Asset Group, and the Asset Number refers to the Asset Number. If Rebuildable is selected, the Asset Group refers to the Rebuildable Item, and the Asset Number refers to the specific serial numbers for the current Rebuildable Item. Select an Asset Group. If Asset is populated in the Item Type field, Asset Groups are available. Select an Asset Number. Asset Numbers associated with the previously selected Asset Group are available. Asset Numbers are always serial controlled. If you had selected a Non-serialized Rebuildable in the Asset Group field, then an Asset Number value is not required. Optionally select a Priority Code. This field is for information purposes. Optionally enter Effective Dates. If the Effective From field is left blank, it defaults to the system date. If the Effective To field is left blank, it defaults to NULL. Within the Activity tab, the Activity Cause defaults from the Activity definition (See: Defining Activities, page 3-53), specifying what situation caused this work to

4.

5.

6. 7.

8.

Setting Up 3-57

generate. For example, Breakdown, Vandalism, Normal Wear, or Settings. Optionally you can select an Activity Cause.
9.

The Activity Type defaults from the Activity definition (See: Defining Activities, page 3-53). This code indicates the type of maintenance activity to perform for this Activity. It is used when defining a job or a standard job. This code should remain generic, and should not describe the job in detail. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. Optionally you can select an Activity Type.

10. Optionally select the Tagging Required check box to indicate whether tag out

procedures are required. The Area may need securing for operations required for carrying out a Work Order. Tags are generally printed and placed on an asset, warning the plant that the asset is shutdown, and should not be started. This check box helps the planner isolate those jobs that require a tagout. This is for information.
11. The Owning Department responsible for this activity or asset defaults from the

Asset Number definition (See: Defining Asset Numbers, page 3-65). Optionally you can select an Owning Department. This is normally a Planner or Supervisor.
12. Optionally select a Shutdown Type. This indicates whether a shutdown is necessary

to perform this maintenance activity. For example Required, and Not Required. This field is for information purposes. This value defaults from the Master Activity information that was created within the Master Item window. See: Defining Activities, page 3-53.
13. Optionally select a WIP Accounting Class. You can update the value that defaults

from the Enterprise Asset Management Parameters information, for the current organization. See: Defining eAM Parameters, page 3-9.
14. Optionally select an Activity Source. Activity Source codes are reasons activities are

executed. For example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements. See: Activity Sources, page 3-25. This value defaults from the Master Activity information that was created within the Master Item window. See: Defining Activities, page 3-53.
15. Save your work.

Activity Association Templates


Activities provide you with a standard template of jobs, which are applied to Work Orders, such as Routine or Preventive Maintenance. After these Activity Templates are created, they are associated with one or more Asset Numbers or Rebuildables (See: Activity Association Templates, page 3-58 and Rebuildable Item/Activity Association, page 3-110). They are also associated to a maintenance BOM (See: Setting Up Activity Bills of Material, page 3-97) and activity routing (See: Defining Asset Routes, page 3-93

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), containing the materials and resources needed for operations, respectively. When Work Orders are created for assets associated to the Activity, the material and resources associated with the current Activity automatically copy to the Work Orders created. You can streamline the creation of Activity associations using an Activity Association Template. For example, when you create an Asset Group, and then Asset Numbers within that group, you do not need to utilize the Association window to associate those Asset Numbers with an Activity. If you create an Activity Association Template, the Activity that you associate with the current Asset Number's Asset Group automatically determines the Activity that is associated with the current Asset Number.
Note: The Activity Workbench is generally used to streamline your

Activity setups, including Activity Association Templates (See: Using the Activity Workbench, page 3-80).

To create activity templates:


1.

Navigate to the Activity Association Template window.


Activity Association Template

2.

Select a valid Activity. The Activity needs to already have been created within the Master Item window. Within the Main tab, select an Item Type of Asset or Rebuildable. Select an Asset Group. After this record is saved, this Asset Group is associated

3. 4.

Setting Up 3-59

with the current Activity. Every Asset Number created within the current Asset Group is automatically associated with the current Activity.
5.

Optionally select a Priority code. This value defaults from the Master Activity information created within the Master Item window. Optionally enter Effectivity Dates for this Activity Template. Within the Activity tab, optionally select an Activity Cause. This value specifies what situation caused this work to generate. For example, Breakdown, Vandalism, Normal Wear, or Settings.This value defaults from the Master Activity information created within the Master Item window. See: Defining Activities, page 3-53. Optionally select an Activity Type to indicate the type of maintenance for this Activity. It is used when defining a Work Order. It should remain generic, and should not describe the job in detail. For example, Inspection, Overhaul, Lubrication, Repair, Servicing, or Cleaning. This value defaults from the Master Activity information created within the Master Item window. See: Defining Activities, page 3-53. Optionally select the Tagging Required check box to indicate whether tag out procedures are required. The Area might need to be secured for operations required for carrying out a Work Order. Tags are generally printed and placed on an asset, warning the plant that the asset is shutdown, and should not be started. This check box helps the planner isolate those jobs that require a tagout. This is for information.

6. 7.

8.

9.

10. Optionally select an Owning Department. This value defaults from the Enterprise

Asset Management Parameters information for the current organization. See: Defining eAM Parameters, page 3-9.
11. Optionally select a Shutdown Type to indicate whether a shutdown is necessary to

perform this maintenance activity. For example Required, and Not Required. This field is for information purposes. This value defaults from the Master Activity information that was created within the Master Item window. See: Defining Activities, page 3-53.
12. Optionally select a WIP Accounting Class. This value defaults from the Enterprise

Asset Management Parameters information for the current organization. See: Defining eAM Parameters, page 3-9.
13. Optionally select an Activity Source. Activity Source codes are reasons activities are

executed. For example, Warranty Compliance, OSHA Compliance, or Military Specification Requirements. See: Activity Sources, page 3-25. This value defaults from the Master Activity information that was created within the Master Item window. See: Defining Activities, page 3-53.

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14. Save your work.

Setting Up Attributes
You can define common characteristics data specific to Asset Groups, such as Facility Information, Engineering Specifications, Regulation Requirements, Horsepower, Voltage, and Square Footage, by creating Attribute Groups using descriptive flexfields. After the Attribute Group is created, you can then assign it to an Asset Group. This enables you to define additional characteristics data when defining an asset associated with the Asset Group. This provides extensive query capabilities. Attribute groups are descriptive flexfields, defined by segments and values. For example, you can define an Attribute Group, Front Loader Nameplate data. This group can then be associated with the CARS Asset Group. When defining an asset within the CARS Asset Group, you can optionally utilize the attributes to specify nameplate data (specified data such as make, year, and model) for the asset. This creates a simplified way of entering specified data (See: Defining Asset Numbers, page 3-65) related to a specific Asset Group.

To set up attributes:
1.

Navigate to the Descriptive Flexfield Segments window.

Setting Up 3-61

Descriptive Flexfield Segments

2.

Select the flashlight icon from the tool bar, and then select the Oracle Inventory Application with the Title, Asset Attributes. Unfreeze the Flexfield Definition by deselecting the Freeze Flexfield Definition check box. In the Context Field Values region, select a row, then click the New icon. A blank row is added for you to create an attribute group. Enter the attribute group name in the Code field. Optionally enter a Description for this attribute group. Select Segments to add attributes to the attribute group you just created.

3.

4.

5. 6. 7.

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Segments Summary

8. 9.

Enter a Number to sequence the data. Define the Name of the specific attribute. The Window Prompt defaults to this name.

10. Select a Column value. 11. Select a Value Set, or Optionally choose Value Set to create a new one. 12. If the Displayed check box is selected, this attribute appears for you when defining

data for an asset within the Asset Group (for example, CARS) associated with the attribute group (for example, NAMEPLATE) that this attribute (for example, Make) resides in.
13. Optionally select the Enabled check box to enable the attribute for availability when

defining assets (See: Defining Asset Numbers, page 3-65).


14. Save your work, and return to the Descriptive Flexfield Segments window. 15. Select the Freeze Flexfield Definition check box. Failure to do this prevents you

from querying the segments from the Attribute window.


16. Save your work.

To associate the Attribute Group with an Asset Group:


1.

Navigate to the Attributes Assignment window.

Setting Up 3-63

In the below example, any asset created within the CARS Asset Group has the NAMEPLATE attribute group available as an option for data entry.
Attributes Assignment

2. 3.

Select an Asset Group. See: Defining Asset Groups. Select an Attribute Group Code. You can have an unlimited number of Attribute Groups associated with an Asset Group.

4.

Save your work.

Defining Asset Documents


You can attach existing documents to an asset, and create text to associate with an asset. You can attach text, URLs, or files, such as spreadsheets, graphics, and OLE objects. When creating a Work Order for an asset with attachments, you can attach the asset's attachments to the Work Order. For this to function, the appropriate attachment category, Asset Attachments (1), must associate with the attachment function, EAMWOMDF (See: Working With Attachments, Oracle Applications User's Guide.

To define asset documents:


1.

Navigate to the EAM Asset Documents window.

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EAM Asset Documents

2. 3.

Select a Data Type. If the Data Type is File, attach the appropriate File. If the Data Type is Web Page, enter the relevant URL. If the Data Type is Short Text, insert the text in the text field. For information on all fields, See: Working With Attachments, Oracle Applications User's Guide.

Defining Asset Numbers


Enterprise Asset Management provides three methods in which you can enter a new asset. You can create them individually, by copying information from an existing asset, utilize the multiple asset entry method, or use the Import Asset Number interface (See: Oracle Manufacturing APIs and Open Interfaces Manual). In addition, when an asset is received and delivered to Inventory, an asset number is created automatically. Prerequisites You must set up the following task prior to defining asset numbers in Oracle eAM: Define asset groups. See: Defining Asset Groups, page 3-50

Setting Up 3-65

To define assets individually:


1.

Navigate to the Define Asset Number window.

2.

Enter an Asset Number if you do not have them automatically generated, or accept or modify the default, if you have automatic generation enabled (See: Defining eAM Parameters, page 3-9). After an asset is saved, it cannot be deleted. The asset can be deactivated if there are no open Work Orders or Work Requests for the asset, and if the asset is not part of an asset hierarchy.

3. 4.

Optionally enter an Asset Description, up to 240 characters. Select an Asset Group. This Asset Group is associated with this asset.
Note: After an Asset Group is associated with an asset and then

saved, it cannot be changed.

5.

The Asset Serial Number defaults to the Asset Number. You can optionally select the next serial number for the current organization. The Asset Serial Number might have a non-unique value across organizations, but the Asset Number must be globally unique, regardless of the defaulting value. When an asset number generates automatically at receipt by the Deliver to Inventory transaction, it defaults to the Item Instance number. You can change it, as

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long as it is a globally unique number.


6.

Optionally associate this asset to an Asset Category. This is the Class and Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR. See: Setting Up Category Codes and Sets, page 3-47. Optionally, change the defaulted Organization. This organization may be different than the eAM-enabled organization that maintains the asset. You can define an Asset Group and Asset Number directly in the production organization. You can define an Asset Group in an organization that is not eAM-enabled, if it is associated with an eAM-enabled organization in its Organization parameters. In this Define Asset Number window, you can define an Asset Number for Asset Groups defined in the eAM-enabled organization itself, and also for Asset Groups that are defined in organizations that are maintained by the eAM organization, by specifying the organization is this field. The list of values includes the eAM-enabled organization, as well as all organizations that are not eAM-enabled but are associated with the eAM-enabled organization in their Organization Parameters.

7.

8.

Within the Main tab, optionally select an owning Department for this asset to represent the crew responsible for the asset. Notifications, regarding Work Requests, are sent to the Primary Approver of the Work Request's associated asset's current owning department (See: Defining Department Approvers, page 3-18 and Defining Asset Numbers, page 3-65). Optionally select a Criticality code to indicate the importance of the asset to the organization. This field is for information purposes.

9.

10. Optionally select a WIP Accounting Class to identify the Expense cost elements

associated with the work performed, such as materials, labor, and resources.
11. Optionally enter the Area where this asset resides. This is a user defined listing of

logical areas of work. For example, North Plant, East Wing, or Area 1 (See: Setting Up Areas, page 3-13).
12. Indicate whether this asset is maintainable. If the Maintainable check box is

selected, you can create Work Requests and Work Orders for this asset. For example, you can create an asset for cost-tracking purposes. For example, you might want to view the cost for all top level assets in an asset hierarchy, but you do not want to maintain those assets. In this situation, do not select this check box.
Note: After Work Orders are created for this asset, you cannot clear

this check box unless those Work Orders are at Complete, Canceled or Closed statuses.

Setting Up 3-67

13. Optionally select the Active check box to indicate that the asset is functioning, for

example, maintenance Work Orders can be created for this asset. This check box change when you activate or deactivate an asset from the Tools menu.
14. Indicate whether Asset Operational Logging is enabled for this asset. If you select

the Operation Log Enabled check box, you can view all current and past asset operational information, such as Check Out, Check In, associated Work Requests and Work Orders. You can remove or add a child asset, remove a parent asset, activate or deactivate the asset, transfer the asset to another location, and receive or issue the asset into/from Inventory. By default, logging is turned off for an asset. See: Asset Operational Logging, Oracle Enterprise Asset Management User's Guide.
15. Within the Parent region, optionally select a parent Asset Number to establish asset

hierarchy information. Work Order costs roll up through the Parent/Child hierarchies defined, and can roll up to any level within an asset hierarchy. This enables you to review all cost associated with an asset or asset hierarchal view.
Note: When a child asset is transferred to another eAM

organization, it is still included in the parent hierarchy. The organization that the asset currently resides in appears in parentheses. Transferring the asset does not remove the asset from the asset hierarchy. You must remove the asset manually, to remove the asset from its hierarchy.

16. The Checked Out check box indicates whether the current asset is checked in or out.

You can check out an asset to view asset details, enter collection plan data, enter meter information, and optionally create a Work Request, within Maintenance Super User. This check box is protected against update. See: Asset Operational Logging, Oracle Enterprise Asset Management User's Guide.
17. Within the Location tab, the Subinventory and Locator fields are view-only,

displaying the subinventory location of this asset within Inventory and its Locator segments. If this asset if received into Inventory, these fields are populated.
18. Optionally select a Location Code to specify a physical location for this asset. The

Address field simultaneously populates with the selected Location Code's associated Address. The previously defined Area is organization-specific and not associated with a physical location. If your asset does not reside in a subinventory, you can specify an external location for it. You can only select an external location that is defined as a HZ location. You may optionally define external locations with a location code. Valid Location Codes are defined within Installed Base.
19. The Address defaults as the populated Location Code's associated address. You can

optionally select a different address. If the current asset is in stores, the address of

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the Location's organization appears (See: Stores, Oracle Enterprise Asset Management User's Guide).
20. Optionally select a Production Organization. The list of values displays the

production inventory organizations maintained by the current asset's organization. See: Enabling Organizations for Enterprise Asset Management, page 3-7for information on designating eAM organizations to maintain equipment items for designated production organizations.
21. Select an Equipment Item. This is mandatory if you populated the Production

Organization field. Items that were defined with an equipment template (See: Item Templates, Oracle Inventory User's Guide ), or with the Equipment item attribute enabled (See: Physical Attributes, Oracle Inventory User's Guide ), are available.
22. Enter an Equipment Serial Number. This is mandatory if you populated the

Production Organization field. This is the specific name of the component within the Equipment Type, defined above, if an asset resides directly in the Production Organization, and its Asset Group is defined directly in the Production Organization as Equipment. You can view the Production Organization and the Asset Serial Number, but you cannot update them.
23. Select the Others tab to optionally enter the Fixed Asset region information, if

Oracle Fixed Assets is installed. This is Enterprise Asset Management's integration with Fixed Assets. Enter a Category, which is a grouping of fixed assets, defined within Oracle Fixed Assets. This category is tied to a set of books, and must be the same set of books that is assigned to the current Enterprise Asset Management organization. See: Setting Up Asset Categories, Oracle Fixed Assets User's Guide.
24. Optionally enter the Number if Oracle Fixed Assets is installed. This represents a

fixed Asset Number that belongs to a fixed asset category, associated with the asset.
25. The Property Management fields, Location Name and Location Code, default from

a Property Manager export process (Export Locations to Enterprise Asset Management), if Oracle Property Management is installed. These fields are disabled. These values cannot be changed.
Note: Before the above information is passed from Property

Manager into Enterprise Asset Management, Asset Groups need to first be established. See: Defining Asset Groups, page 3-50.

26. Optionally choose Location Details to view or update Property Manager field

information.
27. Optionally select Attributes to enter attribute values for the asset (See: Setting Up

Attributes, page 3-61).

Setting Up 3-69

Existing, enabled Attribute Groups appear (See: Setting Up Attributes, page 3-61). These Attribute Groups are optional. You do not need to enter values for all existing Attribute Groups. From this window, you cannot generate Attribute Groups.
Asset Attributes

28. You can choose Resource Usage if the fields in the Production Equipment region are

populated. This enables you to view production Work Orders using the equipment that corresponds with this Asset Number as a resource.

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Resource Usage

29. Optionally select Associate Activity to directly associate this Asset with an Activity.

See: Activity Association Templates, page 3-58.

Setting Up 3-71

Activity Association

30. Optionally enter file, URL, or text attachments to this asset by choosing the

paperclip Attachments icon. You can then choose Document Catalog to add asset specific documents. See: Defining Asset Documents, page 3-64.
31. Save your work.

To copy assets from existing assets:


You can copy asset information from existing assets. When using this method, everything copies to the new asset, including attributes and attachments. Equipment Serial Numbers are not copied. You are prompted to enter the Equipment Serial Number, when saving.
1. 2. 3.

Navigate to the Define Asset Number window. Select an Asset Group. This Asset Group is associated with this asset. Enter an Asset Number if you do not have them automatically generated, or accept or modify the default, if you have automatic generation enabled (See: Defining eAM Parameters, page 3-9). After an asset has been saved, it cannot be deleted. The asset can be deactivated if there are no open Work Orders or Work Requests for the asset, and if the asset is not part of an asset hierarchy.

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4. 5. 6. 7.

Optionally enter an Asset Description, up to 240 characters. From the Tools menu, select Copy Asset Number from. Select the desired Asset. Optionally associate this Asset to an Asset Category. This is the Class and Subclass code, such as CRANE.OVERHEAD, or BUILDING.FLOOR. See: Setting Up Category Codes and Sets, page 3-47. Select an owning Department for this asset. E-mail notifications, regarding Work Requests, are sent to the Primary Approver of the Work Request's associated asset's owning department (See: Defining Department Approvers, page 3-18 and Defining Asset Numbers, page 3-65). Save your work.

8.

9.

To access failure analysis information:


You can access the Failure Set page to view failure tracking codes that are assigned to the current Asset Number.
1.

From the Define Asset Number window, select Maintain Failure Set from the Tools menu. If the Asset Number does not have an associated Failure Set, this menu option is disabled. See: Defining Failure Codes and Sets, Oracle Enterprise Asset Management User's Guide and Failure Analysis Overview, Oracle Enterprise Asset Management User's Guide.

2.

Close the window.

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To deactivate an asset:
1. 2. 3. 4. 5.

Navigate to the Define Asset Number window. Select the flashlight Find icon to display the Find Asset Number window. Select an Asset Number to deactivate. From the Tools menu, select De-Activate Asset Number. Save your work.

To activate an asset:
1. 2. 3. 4. 5.

Navigate to the Define Asset Number window. Select the flashlight Find icon to display the Find Asset Number window. Select a Deactivated Asset Number to activate. From the Tools menu, select Re-Activate Asset. Save your work.

Defining Asset Routes


You might need to perform an Activity on multiple Asset Numbers. To eliminate the possibility of creating multiple Work Orders for the same Activity, you can define Asset Routes. You can define a Preventive Maintenance schedule for your Asset Route to specify when an Activity should be scheduled for the Asset Route. You can define day interval rules for Asset Routes.

To define asset routes:


1.

Navigate to the Define Asset Route window.

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Define Asset Route

2. 3. 4.

Enter the name of the Asset Route in the Asset Number field. Select an Asset Group. The Asset Serial Number defaults to the Asset Number. You can optionally select the next serial number for the current organization. The Asset Serial Number might have a non-unique value across organizations, but the Asset Number must be globally unique, regardless of the defaulting value.

5.

Optionally associate this Asset Route to an Asset Category. This is the Class and Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR. See: Setting Up Category Codes and Sets, page 3-47. Within the Main tab, optionally select an owning Department for this Asset Route. This represents the crew responsible for the asset. Notifications, regarding Work Requests, are sent to the Primary Approver of the Work Request's associated asset's current owning department (See: Defining Department Approvers, page 3-18 and Defining Asset Numbers, page 3-65). Optionally select a Criticality code to indicate the importance of the Asset Route to the organization. This field is for information purposes. Optionally select a WIP Accounting Class to identify the Expense cost elements

6.

7.

8.

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associated with the work performed, such as materials, labor, and resources.
9.

Optionally enter the Area where this Asset Route resides. This is a user defined listing of logical areas of work. For example, North Plant, East Wing, or Area 1 (See: Setting Up Areas, page 3-13).

10. Indicate whether this Asset Route is maintainable. If the Maintainable check box is

selected, you can create Work Requests and Work Orders for this Asset Route.
11. Optionally select the Active check box to indicate that the asset route is functioning.

This check box change when you activate or deactivate an asset route from the Tools menu.
12. Choose Asset Route to display the Asset Route window.

Asset Route

13. In the Associated Asset Numbers region, select an Asset Group. 14. Select an Asset Number. Asset Numbers associated with the previously selected

Asset Group are available. You can associate an unlimited number of Asset Numbers.
15. Optionally enter Effective Dates. If the Effective Date From field is left blank, the

system date defaults.


16. Save your work.

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Note: Asset Numbers can associate with Asset Routes. An Asset

Route cannot associate with another Asset Route.

Setting Up Asset Bills of Material


You can identify and select the required items that make up an asset. A bill of material (BOM) is used to list all items and components that make up a particular asset, and is defined for each asset group. The items defined on an asset BOM are standard inventory components (See: Defining Items, Oracle Inventory User's Guide).
Note: Even if you are not using Project Manufacturing applications,

Project Parameters are defined for your eAM enabled organization to successfully create Asset Groups. This is required because an Asset BOM is of type Model/Unit Effective and this BOM type is currently allowed if PJM organization parameters are set up for the eAM enabled organization to which the Asset Group has been assigned. To define Project Parameters, open the Project Parameters window using Project Manufacturing Super User responsibility and without entering any data in the window, save the record. If you plan to use Project Manufacturing, see: Project Manufacturing Integration Setup, page 3185 for information on defining Project Parameters.

To set up an Asset BOM:


1.

Navigate to the Bills of Material window.

Setting Up 3-77

Bills of Material

2. 3. 4. 5. 6.

Select an Asset Group from the Item list of values. Within the Main tab, the Item Sequence and an Operation Sequence values default. Enter the inventory Component to make up the Asset Number. Enter the Quantity of that component necessary for the asset. Select the Serial Effectivity tab.

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Bills of Material - Serial Effectivity

7.

Select the Asset Number (Asset Numbers are always serialized) that the inventory items are associated with, in the From and To fields. Asset Numbers associated with the current Asset Group are available. If the Component is installed in all Asset Numbers within the Asset Group, enter 0 in the From field, and leave the To field blank.

8.

Optionally select the Material Control tab, and enter a subinventory location or source locator for this asset BOM. If the Auto Request Material option is selected at the BOM level, material allocation will be initiated when the work order is released, and the source subinventory and source locator values you enter will override these values in the Inventory sourcing rules. If the Auto Request Material option is not selected, you can specify a source subinventory and source locator for your material when you perform a material request or a One-Step Material Issue.

Setting Up 3-79

Material Control

9.

Save your work. For information on all remaining fields, See: Creating a Bill of Material, Oracle Bills of Material User's Guide.

Related Topics
Defining Activities, page 3-81 Using the Activity Workbench, page 3-80 Rebuildable/Activity Association, page 3-110

Using the Activity Workbench


You can use a central workbench to manage your organization's Activity functions. Using the Activity Workbench, you can view, create (See: Defining Activities, page 3-53 ), query, and manage all of your Activities. From this central workbench, you can view, create, and update Maintenance Routes, Maintenance Bills of Material, Preventive Maintenance Schedules, and Suppressions associated with your Activities. You can create various copy functions within a single Activity, across multiple Activities, as well as between Work Orders and Activities or asset activity associations. You can view or update Last Service for the asset activity association, as well as view cost estimates for the Activity. These copy functions save time and standardize processes across your

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organization. This section includes the following topics: Defining Activities, page 3-81 Navigating the Activity Workbench, page 3-85 Defining Maintenance Routes, page 3-93 Setting Up Maintenance Bills of Material, page 3-97 Associating Asset Numbers with Activities, page 3-100 Creating Activity Templates, page 3-103

Defining Activities
There are three methods you can use to create an Activity. You can create an Activity within the Master Activity (Master Item) window, create Activities from the Activity Workbench, and create Activities from within a Maintenance Work Order.

To set up Activities using the Activity Workbench:


1. 2.

Navigate to the Activity Workbench window. Choose Launch.

Setting Up 3-81

Activity Associations

3.

To create an Activity, choose New.


Create Activity

4. 5.

Enter an Activity Name. Enter an Activity Description.

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6.

Choose an activity Template. This automatically links the properties associated with an Activity. The @Activity template is created for you. You can create your own Activity Templates, as well. Within the Activity Properties region, optionally select an Activity Type (See: Activity Types, page 3-22). The value defaults from the Template properties above. Within the Activity Properties region, optionally select an Shutdown Type. The Shutdown Type is user defined, and indicates whether an Activity shutdown is required. For example, the Shutdown Type can refer to whether the Asset Activity association shutdown is required before the Activity is performed. The value defaults from the Template properties above. This field is for information purposes. Within the Activity Properties region, optionally select an Activity Cause (See: Activity Causes, page 3-24). The value defaults from the Template properties above.

7.

8.

9.

10. Within the Activity Properties region, optionally select an Activity Source (See:

Activity Sources, page 3-25). The value defaults from the Template properties above.
11. The Activity Notification check box is informational until a future release. 12. You can optionally create an Activity by copying it from another Activity or a Work

Order. Within the Copy Options region, select the entity to copy information from. Valid values are Activity and Work Order. If you select Activity, the values within the Activity region are relevant, and the values within the Work Order region are irrelevant. If you select Work Order, the values within the Work Order region are relevant, and the values within the Activity region are irrelevant.
13. Within the Activity region, if Activity is populated in the Copy From field,

optionally select an Activity name. This is the Activity that you are copying from.
14. Within the Activity region, if Activity is populated in the Copy From field,

optionally select the BOM check box to indicate that the Maintenance Bill of Material, associated with the current Activity within the Activity region, copies to the new Activity Name. For example, in the screen shot above, the Maintenance Bill of Material, associated with the 3000 Mile Truck Maint, copies to Oil Change.
15. Within the Activity region, if Activity is populated in the Copy From field,

optionally select the Routing check box to indicate that routings, associated with the current Activity within the Activity region, copies to the new Activity Name. For example, in the screen shot above, routings that are associated with the 3000 Mile Truck Maint copy to Oil Change.
16. Within the Activity region, if Activity is populated in the Copy From field, select

Setting Up 3-83

All or None from the Association list of values. All: All Asset and Rebuildable associations, associated with the current Activity within the Activity region, copy to the new Activity. None: No Asset and Rebuildable associations, associated with the current Activity within the Activity region, copy to the new Activity.

17. Within the Work Order region, if Work Order is populated in the Copy From field,

select an existing maintenance Work Order.


18. Within the Work Order region, if Work Order is populated in the Copy From field,

select All or None from the Operation list of values. All: All operations associated with the current Work Order, populated in the Work Order field, copy to the new Activity. None: No operations associated with the current Work Order, populated in the Work Order field, copy to the new Activity

19. Within the Work Order region, if Work Order is populated in the Copy From field,

select All, Issued, or None from the Material list of values. All: All material associated with the current Work Order, populated in the Work Order field, copies to the new Activity. Issued: Material issued to the current Work Order, populated in the Work Order field, copies to the new Activity. None: No material associated with the current Work Order, populated in the Work Order field, copies to the new Activity.

20. Within the Work Order region, if Work Order is populated in the Copy From field,

select All, Issued, or None from the Resource list of values. All: All resources associated with the current Work Order copy to the new Activity. Issued: Resources issued to the current Work Order copy to the new Activity. None: No resources associated with the current Work Order copy to the new Activity.

21. Within the Work Order region, if Work Order is populated in the Copy From field,

select None, Current, or All from the Association list of values. None: No Assets and Rebuildables, associated with the current Work Order, associate with the new Activity.

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Current: An Asset and/or Rebuildable, associated with the current Work Order, associates with the new Activity. All: All Assets and/or Rebuildables, associated with the current Work Order's Activity, associate with the new Activity.

22. Save your work. After saving, the new Activity is automatically assigned to the

current organization.

Navigating the Activity Workbench


The Activity Workbench enables you to manage all of your organization's Activity functions. Before launching the Activity Workbench, you can narrow your data selection; the Activity Workbench provides a query capability as you enter the Activity Workbench. The top portion of the window enables you to query by Asset Type, Asset Number, Asset Group, Area, Asset Category, Owning Department, and provides you the choice of including children assets within asset hierarchies. The bottom portion of the window enables you to query by Activity, Activity Type, Activity Source, Shutdown Type, and Activity Cause. You can also select data that is between specified Effective dates.

To navigate the Activity Workbench:


1. 2.

Navigate to the Activity Workbench window. Optionally narrow your data selection by selecting criteria within the Activity Workbench window. If you make selections, you can view those selections after you launch the Activity Workbench. Choose Launch. Optionally select the Results (Capital) tab.

3. 4.

Setting Up 3-85

Results (Capital) tab, Activity Workbench

5.

Optionally expand the Results (Capital) folder.


1.

Optionally expand the All Assets folder to display all Asset Numbers, based on your chosen selection criteria. You can select an asset and view related Activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can associate Activities with the current asset. Optionally expand the Assets with Activities folder to display all Asset Numbers that are currently associated with one or more Activities, based on your chosen selection criteria. You can select an asset and view its related Activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can view, create, or update preventive maintenance schedule definitions, create or update Suppression definitions, view or update last service information, view the parts list, and view or update the maintenance routing. Optionally expand the Routes folder to display all Asset Routes that are currently associated with one or more Activities, based on your chosen selection criteria. You can select an Asset Route and view related Activity information within the corresponding Activity Associations window.

2.

3.

6.

Optionally select the Results (Rebuildable Inventory) tab.

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Results (Rebuildable Inventory) tab, Activity Workbench

7. 8.

Optionally expand the Results (Rebuildable Inventory) folder. Optionally expand the All Rebuildables folder.
1.

Optionally expand the Serialized folder to display all Rebuildable Serial Numbers, based on your chosen selection criteria, within the Activity Workbench window. You can select a Rebuildable Serial Number and view related Activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can associate Activities to the current Rebuildable Serial Number. Optionally expand the Non-serialized folder to display all Non-serialized Rebuildables, based on your chosen selection criteria, within the Activity Workbench window. You can select a Non-serialized Rebuildable and view related Activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can associate Activities to the current Serialized Non-rebuildable.

2.

9.

Optionally select the Rebuildables with Activities folder.


1.

Optionally expand the Serialized with Activities folder to display all Rebuildable Serial Numbers that are currently associated with one or more Activities, based on your chosen selection criteria, within the Activity Workbench window. You can select a Rebuildable Serial Number and view related Activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can create or update preventive maintenance schedule definitions, create or update Suppression definitions, view or update last service information, view the parts

Setting Up 3-87

list, view or update the maintenance routing, and view cost estimations for a Rebuildable Serial Number and Activity combination.
2.

Optionally expand the Non-serialized with Activities folder to display all Non-serialized Rebuildables that are currently associated with one or more Activities, based on your chosen selection criteria, within the Activity Workbench window. You can select a Non-serialized Rebuildable and view related Activity information within the corresponding Activity Associations window. Within the corresponding Activity Associations window, you can create or update preventive maintenance schedule definitions, create or update Suppression definitions, view or update last service information, view the parts list, view or update the maintenance routing, and view cost estimations for a Rebuildable Serial Number and Activity combination.

10. Optionally select the Results (Activities) tab.

Results (Activities) tab, Activity Workbench

11. Optionally expand the All Activities folder to display all valid Activities, based on

your chosen selection criteria, within the Activity Workbench window. You can select an Activity and view its related Activity information within the corresponding Activity Associations window, if an association exists. You can associate an Asset Number with the current, selected Activity using the corresponding Activity Associations window. You can select an Activity within the Activity Workbench pane, and then view its related information within the corresponding Activity Associations window. For a selected Activity, you can create a new Activity, create or update its associated Maintenance Routing, create or update the associated Maintenance BOM, and view cost estimations.

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12. Optionally expand the Activities with Association folder to display all Activities

that are associated with an Asset Number, based on your chosen selection criteria, within the Activity Workbench window. You can select an Activity within the Activity Workbench pane, and then view its related information within the corresponding Activity Associations window. For a selected Activity, you can create a new Activity, create or update its associated Maintenance Routing, create or update the associated Maintenance BOM, and view cost estimations.

To create or update a PM schedule definition:


You can view, create or update a Preventive Maintenance (PM) Schedule definition for Activity/Asset Number and Activity/Asset Route combinations.
1.

Within the Activity Workbench pane, select any one of the three tabs: Results (Capital), Results (Rebuildable Inventory), or Results (Activities).
Activity Workbench

2.

If you selected Results (Capital), expand either the Assets with Activities or Routes folders, then select an Asset Number or Route, respectively. You cannot create or update a PM Schedule definition for an Asset Number that is not associated with an Activity. If you selected Results (Rebuildable Inventory), expand the Rebuildables with Activities folder, expand either the Serialized with Activities or Non-serialized with Activities folder, then select a Serialized or Non-serialized Rebuildable, respectively. You cannot create or update a PM Schedule definition for an Asset Number that is not associated with an Activity. If you selected Results (Activities), expand the Activities with Association folder, then select an Activity.

Setting Up 3-89

3.

Choose Preventive Maintenance. The PM Schedules window displays all PM Schedule definitions for the current Activity/Asset Number or Activity/Asset Route combination.
1. 2.

Optionally choose New to create a new PM Schedule definition. Optionally choose Last Service Information to create or update Last Service Information. Optionally choose Suppression to create or update a suppression definition, associated with the current Activity/Asset Number or Activity/Asset Route combination. Optionally select a PM Schedule definition, and then choose Open to view its details.
PM Schedules

3.

4.

4. 5.

Close the window. Save your work.

To create or update an activity suppression:


You can view, create, or update suppression definitions for Activity/Asset Number and Activity/Asset Route combinations.
1.

Within the Activity Workbench pane, select any one of the three tabs: Results (Assets), Results (Rebuildables), or Results (Activities). If you selected Results (Assets), expand either the Assets with Activities or Routes

2.

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folders, then select the Asset Number or Route, respectively. You cannot create or update a suppression definition for a Asset Number that is not associated with an Activity. If you selected Results (Rebuildables), expand the Rebuildables with Activities folder, expand either the Serialized with Activities or Non-serialized with Activities folder, then select a Serialized or Non-serialized Rebuildable, respectively. You cannot create or update a suppression definition for a Asset Number that is not associated with an Activity. If you selected Results (Activities), expand the Activities with Association folder, then select an Activity.
3.

Choose Suppression.
Suppression

4. 5.

Add or update the Suppression Activity associated with the current Activity. Save your work.

To view or update last service information:


You can view or update last service information for Activity/Asset Number and Activity/Asset Route combinations.
1.

Within the Activity Workbench pane, select any one of the three tabs: Results

Setting Up 3-91

(Assets), Results (Rebuildables), or Results (Activities).


2.

If you selected Results (Assets), expand either the Assets with Activities or Routes folders, then select the Asset Number or Route, respectively. If you selected Results (Rebuildables), expand the Rebuildables with Activities folder, then expand either the Serialized with Activities or Non-serialized with Activities folder, and finally select a Serialized or Non-serialized Rebuildable, respectively. If you selected Results (Activities), expand the Activities with Association folder, then select an Activity.

3.

Choose Last Service to view or update last service information.


Last Service Information

4.

Save your work.

To view estimated cost information:


You can view estimated cost information for an Activity. Estimating Activity costs is often necessary for planning and budgeting purposes.
1.

Within the Activity Workbench pane, select any one of the three tabs: Results (Assets), Results (Rebuildables), or Results (Activities).

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2.

If you selected Results (Assets), expand either the Assets with Activities or Routes folders, then select the Asset Number or Route, respectively. If you selected Results (Rebuildables), expand the Rebuildables with Activities folder, then expand either the Serialized with Activities or Non-serialized with Activities folder, and finally select a Serialized or Non-serialized Rebuildable, respectively. If you selected Results (Activities), expand the Activities with Association folder, then select an Activity.

3.

Choose Cost Estimate to view the Activity's cost estimation information.


Activity Cost

Defining Maintenance Routes


Operations are the instructions or tasks to perform a repair. Because each operation is associated with a department, each operation contains assigned resources, for example, trades people, outside service providers, and equipment (See: Defining Departments and Resources, page 3-14). A Maintenance Route is the set of operations or jobs necessary to perform an Activity. When a Work Order is created for an Activity, the Maintenance Route corresponding to the Activity explodes to the Work Order (See: Defining Activities, page 3-53); all operations specified in the Maintenance Route are copied to the Work Order as its operations. Maintenance Routes are not Asset Routes. For information on Asset Routes, See: Defining Asset Routes, page 3-74. Enterprise Asset Management operations differ from manufacturing operations because manufacturing operations are performed sequentially, whereas eAM operations are not performed sequentially. In Enterprise Asset Management, operations may not be sequential. You can specify that one operation is dependent on another. Also, it is possible that two unrelated operations can happen concurrently. One operation can

Setting Up 3-93

depend on multiple operations. Multiple operations can depend on one operation. The dependency may not be totally connected.

To define a maintenance route:


1. 2.

Navigate to the Activity Workbench window. Choose Launch.


Activity Workbench

3.

Within the Activity Workbench pane, select the Activity for which you wish to create the Routing. Choose Routing.

4.

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Routings

5. 6.

Select an Activity from the Item list of values. Within the Main tab, enter an operation Sequence, or let the system automatically generate it for you, according to your profile setup (See: Item and Operation Sequence, Oracle Bills of Material User's Guide). To copy or reference standard operations into a routing, use the operation Code list of values. You can define a new standard operation by selecting Standard Operations from the Tools menu. If you use a standard operation code, the operation information for that code is copied into the current operation. You can then update that information as desired (See: Creating a Standard Operation, Oracle Bills of Material User's Guide).

7.

8. 9.

Select a Department where the operation is performed. Select the Referenced check box to indicate that any changes to standard operations are reflected in the routing. If the standard operation is selected, this check box is selected by default.

10. The Effective date defaults to the system date, but you can optionally change this

(See: Effective Date Fields, Oracle Bills of Material User's Guide).


11. Optionally enter a Disabled date to indicate the current operation's expiration.

Setting Up 3-95

12. Select the Description tab. Enter a Description for the current operation. 13. Optionally choose Routing Network to view the operation dependencies for the

current asset route.


Maintenance Routing Network

You can schedule operations to execute in parallel, sequence, or through dependent steps. In the screen shot above, for example, Operations 20, 30, 40, and 50 are dependent on Operation 10, since there is a line connecting the operations. These operations also run in parallel to each other. The operation numbers identify the sequence that they are performed (See: Preparing Work Order Operations, Oracle Enterprise Asset Management User's Guide).
14. Optionally select an operation, then choose Operation Resources to view the

resources associated with the current department attached to this operation (See: Defining Departments and Resources, page 3-14). Optionally you can modify the resources listed (See: Assigning Operation Resources, Oracle Bills of Material User's Guide).

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Operation Resources

15. Save your work.

For information on all remaining fields, See: Creating a Routing, Oracle Bills of Material User's Guide For information on defining Activities using the Activity Workbench, See: Defining Activities, page 3-53.

Setting Up Maintenance Bills of Material


You can identify and select the required items used by an Activity. A bill of material (BOM) is used to list all inventoried or Direct Items needed to perform a particular Activity, and is defined for each Activity. For example, you might have an Activity titled, Fork Lift Daily Maintenance. The items necessary to perform this Activity include water, fork lift lubrication oil, filled propane tanks, and shop rags. As Maintenance BOMs are created, they are associated to an Activity (See: Defining Activities, page 3-53 ). When a Work Order is created for an Activity, the Maintenance BOM corresponding to the Activity explodes to the Work Order (See: Defining Activities, page 3-53); all components specified in the Maintenance BOM are copied to the Work Order as material requirements.

To set up a maintenance BOM:


1.

Navigate to the Activity Workbench window.

Setting Up 3-97

2.

Choose Launch.
Activity Workbench

3.

Within the Activity Workbench pane, select the Activity for which you wish to define the Bill of Material. Choose BOM.

4.

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Bills of Material

5. 6. 7.

Select an Activity from the Item field list of values. Select the Main tab. The Item Sequence defaults. Enter the Operation Sequence that this Component (material item necessary for the operation sequence, NOT rebuildable item) is needed for (See: Defining Maintenance Routes, page 3-93). Enter necessary Components and their Quantities that are required to perform the Activity. You can enter an unlimited number of inventory and non-inventory, direct items.
Note: The Purchasing tab is enabled for Maintenance and Asset

8.

Bills of Material, and contains attributes specific to non-stockable, inventory items.

Note: This is referring to the material items necessary for the

Activity.

9.

Optionally select the Auto Request Material check box to indicate that Requisition/Purchase Orders are created automatically, for the current component or Direct Item, when the Work Order is released.

Setting Up 3-99

10. Optionally select the Date Effectivity tab to specify effectivity dates per component. 11. Save your work.

For information on all remaining fields, See: Creating a Bill of Material, Oracle Bills of Material User's Guide For information on defining Activities using the Activity Workbench, See: Defining Activities, page 3-53.

Associating Asset Numbers with Activities


After you have defined Asset Groups (See: Defining Asset Groups, page 3-50), Asset Numbers (See: Defining Asset Numbers, page 3-65 and Defining Rebuildable Serial Numbers, page 3-106, and Activities (See: Defining Activities, page 3-53), you can associate the Activities with assets and/or rebuildables. However, you can streamline the creation of Activities and associations using an Activity Association Template (See: Activity Association Templates, page 3-58). Assets are associated with Activities before entering the Activity into a Preventive Maintenance Schedule (See: Entering PM Scheduling Definitions).
Note: You can streamline the creation of Activity associations using an

Activity Association Template. For example, when you create an Asset Group, and then Asset Numbers within that group, you do not need to utilize the Association window to associate those Asset Numbers with an Activity. If you create an Activity Association Template, the Activity that you associate with the current Asset Number's Asset Group automatically determines the Activity that is associated with the current Asset Number (See: Activity Association Templates, page 3-58).

To associate Asset Numbers (capital or rebuildable inventory) with Activities using the Activity Workbench:
1.

Navigate to the Activity Workbench window.

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Activity Workbench

2.

Select Asset or Rebuildable from the Item Type list of values. The item type determines the type of Asset Number you are associating with the Activity. Optionally narrow your data selection by selecting the Asset Number you intend to associate with an Activity. Optionally narrow your data selection by selecting and Activity. Choose Launch.

3.

4. 5.

Setting Up 3-101

Activity Workbench and Activity Associations

6.

Depending on the Item Type chosen while performing step 2, select the corresponding tab within the Activity Workbench pane. For example, if you selected an Item Type of Asset, select the Results (Assets) tab. If you selected an Item Type of Rebuildable, select the Results (Rebuildables) tab. Expand the All Assets (within the Results (Assets) tab) or All Rebuildables (within the Results (Rebuildables) tab) folder. If you specified an Asset Number while performing step 3, that Asset Number appears. Select an Asset Number by highlighting it. The Activity Associations window appears. If the Asset Number is already associated with one or more Activities, those rows display within the window. Select the next available row and then select an Asset Group.

7.

8.

9.

10. Select an Asset Number. Asset Numbers associated with the previously selected

Asset Group are available. Asset Numbers are always serial controlled. If you had selected a Non-serialized Rebuildable in the Asset Group field, then the Asset Number field is not required.
11. Select an Activity. 12. When an asset is transferred from one organization to another, its maintenance may

be handled by a new eAM organization. Any activities that are assigned to the asset are visible in the Activity Workbench, within the new eAM organization. Activities that are not currently assigned to the new organization are displayed in blue. Choose Assign to Org to assign the selected activities to the new organization.

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13. Save your work.

Creating Activity Templates


You can streamline the creation of Activity associations using an Activity Association Template. For example, when you create an Asset Group, and then Asset Numbers within that group, you do not need to utilize the Association window to associate those Asset Numbers with an Activity. If you create an Activity Association Template, the Activity that you associate with the current Asset Number's Asset Group automatically determines the Activity that is associated with the current Asset Number. While creating an Asset Activity association within the Activity Workbench, you also have the option of creating an Activity Template at the same time.

To create and Activity Template:


1. 2.

Navigate to the Activity Workbench window. Choose Launch.


Activity Associations

3. 4.

Select the Results (Activities) tab. Optionally expand the All Activities folder to display all valid Activities, based on your chosen selection criteria, within the Activity Workbench window. You can select an Activity and view its related Activity information within the corresponding Activity Associations window, if an association exists. You can associate an Asset Number with the current, selected Activity using the corresponding Activity Associations window. You can select an Activity within the Activity Workbench pane, and then view its related information within the

Setting Up 3-103

corresponding Activity Associations window. For a selected Activity, you can create a new Activity, create or update its associated Maintenance Routing, create or update the associated Maintenance BOM, and view cost estimations.
5.

Optionally expand the Activities with Association folder to display all Activities that are associated with an Asset Number, based on your chosen selection criteria, within the Activity Workbench window. You can select an Activity within the Activity Workbench pane, and then view its related information within the corresponding Activity Associations window. For a selected Activity, you can create a new Activity, create or update its associated Maintenance Routing, create or update the associated Maintenance BOM, and view cost estimations. Select Yes from the Template Flag list of values to indicate that this Activity and asset association is also an Activity Association Template. If you select No, an asset and Activity association is created. For information on all remaining fields within the Activity Associations window, See: Associating Asset Numbers with Activities, page 3-100. Save your work.

6.

7.

8.

Related Topics
Defining Activities, page 3-81 Preventive Maintenance Setup, Oracle Enterprise Asset Management User's Guide eAM Cost Estimation, Oracle Enterprise Asset Management User's Guide Activity Association Templates, page 3-58

Rebuildable Item Setup


Rebuildable Item Setup tasks include: Defining Rebuildable Items, page 3-104 Defining Rebuildable Serial Numbers, page 3-106 Rebuildable Item/Activity Association, page 3-110 Defining Rebuildable Bills of Material, page 3-112

Defining Rebuildable Items


Items that are installed, removed, and refurbished are referred to as Rebuildable Items. Examples of Rebuildable Items include motors, control boxes, and computer boards. Rebuildable Items might need to be removed or refurbished while a parent Asset is

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maintained. Rebuildable Items are inventory items; you have the option to serialize them.

To set up rebuild items:


1.

Navigate to the Rebuild Items window.


Rebuild Items

2. 3. 4.

Enter the name of the Rebuild Item. Enter a Description for this Rebuild Item, up to 240 characters. Select the @Rebuildable Template to quickly apply attribute values, and to ensure that the appropriate attributes are applied.
Note: You can create Rebuild Items using the template described

above, or you can copy a Rebuild Item from an existing Rebuild Item (See: Defining Items, Oracle Inventory User's Guide).

5. 6.

In the Serial Generation region, select Predefined for the Generation value. Define a Starting Prefix and Starting Number for this Rebuild Item. If Serial Generation is set at Item Level for the Organization, the system defaults the prefix, along with the starting number sequence, when a new Serialized Rebuild is created for this Rebuild Item. Optionally select the paperclip Attachments icon to attach relevant documents, such as drawings, standard procedures, and reference guides, to this Rebuild Item. You can attach file, URL, and text attachments.

7.

Setting Up 3-105

8.

Save your work.

To access failure analysis information:


You can access the Failure Set page to view failure tracking codes that are assigned to the current Rebuild Item.
1.

From the Rebuild Items window, select Maintain Failure Set from the Tools menu. If the Rebuild Item does not have an associated Failure Set, this menu option is disabled. See: Defining Failure Codes and Sets, Oracle Enterprise Asset Management User's Guide and Failure Analysis Overview, Oracle Enterprise Asset Management User's Guide. Close the window.

2.

To associate rebuildable items to multiple organizations:


1. 2. 3. 4.

From the Rebuild Items window, select Item Details from the Tools menu. Select the Organization Assignment tab. Enter additional organizations in the available table. After saving your work, you can associate this Rebuildable Item with an Activity (See: Rebuildable Item/Activity Association, page 3-110).

Defining Rebuildable Serial Numbers


To set up rebuildable serial numbers individually:
1.

Navigate to the Define Rebuildable Serial Number window.

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Define Rebuildable Serial Numbers

2.

Enter an Asset Number (Rebuildable Serial Number) if you do not have them automatically generated. Accept or modify the default Asset Number, if you have automatic generation enabled (See: Defining eAM Parameters, page 3-9). Select an Asset Group. This is the Asset Group (Rebuildable Item) you are associating with the Rebuildable Serial Number you are currently creating.
Note: After an Asset Group (Rebuildable Item) is associated with a

3.

Rebuildable Serial Number and then saved, you cannot change it.

4.

The Asset Serial Number (Rebuildable Serial Number) defaults to the Asset Number. You can optionally select the next serial number for the current organization. The Asset Serial Number might have a non-unique value across organizations, but the Asset Number must be globally unique, regardless of the defaulting value.

5.

Optionally associate this Rebuildable Serial Number to an Asset Category. This is the Class and Subclass code, such as CRANE.OVERHEAD or BUILDING.FLOOR. See: Setting Up Category Codes and Sets, page 3-47. Optionally enter a description for the Rebuildable Serial Number of up to 240 characters.

6.

Setting Up 3-107

7.

Within the Main tab, optionally select an owning Department for this Rebuildable Serial Number. This represents the crew responsible for the Rebuildable Serial Number. Notifications, regarding Work Requests, are sent to the Primary Approver of the Work Request's associated Asset Number's current owning department (See: Defining Department Approvers, page 3-18 and Defining Asset Numbers, page 3-65 ). Optionally select a Criticality code to indicate the importance of the Asset Number to the organization. This field is for information purposes. Optionally select a WIP Accounting Class to identify the Expense cost elements associated with the work performed, such as materials, labor, and resources.

8.

9.

10. Optionally enter the Area where this Asset Number resides. This is a user defined

listing of logical areas of work. For example, North Plant, East Wing, or Area 1 (See: Setting Up Areas, page 3-13).
11. Indicate whether this asset is maintainable. If the Maintainable check box is

selected, you can create Work Requests and Work Orders for this asset. For example, you can create an asset for cost-tracking purposes. We may want to see the cost for all top level assets in an asset hierarchy, but we do not want to maintain those assets. In this situation, do not select this check box.
Note: After Work Orders are created for this asset, you cannot clear

this check box unless those Work Orders are at Complete, Canceled or Closed statuses.

12. Optionally select the Active check box to indicate that the asset is functioning, for

example, maintenance Work Orders can be created for this asset. This check box change when you activate or deactivate an asset from the Tools menu.
13. Indicate whether Asset Operational Logging is enabled for this asset. If you select

the Operation Log Enabled check box, you can view all current and past asset operational information, such as Check Out, Check In, associated Work Requests and Work Orders. You can remove or add a child asset, remove a parent asset, activate or deactivate the asset, transfer the asset to another location, and receive or issue the asset into/from Inventory. By default, logging is turned off for an asset. See: Asset Operational Logging, Oracle Enterprise Asset Management User's Guide.
14. You can optionally associate the current Rebuildable Serial Number with a parent

capital asset or parent rebuildable.


1. 2.

Select an Asset Type. Valid values are Capital and Rebuildable Inventory. If you selected a Capital Asset Type, optionally select a parent Asset Number. If

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you previously selected a Rebuildable Inventory Asset Type, optionally select a Rebuildable Serial Number from the Asset Number list of values.
3.

If you selected a Capital Asset Type, optionally select a parent Asset Group. If you previously selected a Rebuildable Inventory Asset Type, optionally select a Rebuildable Item from the Asset Group list of values.

15. The Checked Out check box indicates whether the current asset is checked in or out.

You can check out an asset to view asset details, enter collection plan data, enter meter information, and optionally create a Work Request, within Maintenance Super User. This check box is protected against update. See: Asset Operational Logging, Oracle Enterprise Asset Management User's Guide.
16. Within the Location tab, the Subinventory and Locator fields are view-only,

displaying the subinventory location of this asset within Inventory and its Locator segments. If this asset if received into Inventory, these fields are populated.
17. Optionally select a Location Code to specify a physical location for this asset. The

Address field simultaneously populates with the selected Location Code's associated Address. The previously defined Area is organization-specific and not associated to a physical location. Valid Location Codes are defined within Install Base.
18. The Address defaults as the populated Location Code's associated address. You can

optionally select a different address. If the current asset is in stores, the address of the Location's organization appears (See: Stores, Oracle Enterprise Asset Management User's Guide).
19. Optionally select a Production Organization. The list of values displays the

production inventory organizations maintained by the current asset's organization. See: Enabling Organizations for Enterprise Asset Management, page 3-7for information on designating eAM organizations to maintain equipment items for designated production organizations.
20. Select an Equipment Item. This is mandatory if you populated the Production

Organization field. Items that were defined with an equipment template (See: Item Templates, Oracle Inventory User's Guide ), or with the Equipment item attribute enabled (See: Physical Attributes, Oracle Inventory User's Guide ), are available.
21. Enter an Equipment Serial Number. This is mandatory if you populated the

Production Organization field. This is the specific name of the component within the Equipment Type, defined above.
22. Select the Others tab to optionally enter the Fixed Asset region information, if

Oracle Fixed Assets is installed. This is Enterprise Asset Management's integration with Fixed Assets. Enter a Category, which is a grouping of fixed assets, defined

Setting Up 3-109

within Oracle Fixed Assets. This category is tied to a set of books, and must be the same set of books that is assigned to the current Enterprise Asset Management organization. See: Setting Up Asset Categories, Oracle Fixed Assets User's Guide.
23. Optionally enter the Number if Oracle Fixed Assets is installed. This represents a

fixed Asset Number that belongs to a fixed asset category, associated with the asset.
24. The Property Management fields, Location Name and Location Code, default from

a Property Manager export process (Export Locations to Enterprise Asset Management), if Oracle Property Management is installed. These fields are disabled. These values cannot be changed.
25. Before the above information is passed from Property Manager into Enterprise

Asset Management, Asset Groups (Rebuildable Items) need to first be established. See: Defining Rebuildable Items, page 3-104.
26. Optionally choose Location Details to view or update Property Manager field

information.
27. Save your work. 28. Optionally select Attributes to enter attribute values for the asset (See: Setting Up

Attributes, page 3-61). Existing, enabled Attribute Groups appear (See: Setting Up Attributes, page 3-61). These Attribute Groups are optional. You do not need to enter values for all existing Attribute Groups. From this window, you cannot generate Attribute Groups.
29. Optionally choose Meters to associate the current Rebuildable Serial Number to one

or more meters.
30. Optionally choose Associate Activity to associate the current Rebuildable Serial

Number to an Activity.
Note: To establish this Rebuildable Serial Number in Inventory,

you must execute any receipt transaction, such as a Miscellaneous Receipt or a Purchase Order Receipt.

Rebuildable Item/Activity Association


After you have defined Rebuildable Items (See: Defining Rebuildable Items, page 3-104) and Activities (See: Defining Activities, page 3-53), you can associate Activities to the Rebuildable Items. For example, you may have a Rebuild Engine Activity, and an Engine Rebuildable Item. After you create a Rebuild Work Order (See: Rebuild Work Orders, Oracle Enterprise Asset Management User's Guide) for the engine, the associated Rebuild Engine Activity attaches its associated maintenance BOM (material) and maintenance routing (resources) to the Work Order (See: Defining Maintenance Routes,

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page 3-93 and Setting Up Maintenance Bills of Material, page 3-97).


Note: Activity association for Rebuildable Serial Numbers are

streamlined by using Activity Association Templates. If an Activity Template is defined for a Rebuildable Item, the activity association automatically creates when a new Serial Number is created for that Item, within the maintenance organization.

To associate Rebuildable Items with Activities:


1.

Navigate to the Activity Association window.


Activity Association

2. 3. 4. 5.

Select an Activity. Within the Main tab, select Rebuildable from the Item Type list of values. Select a Rebuildable Item from the Asset Group list of values. If the Rebuildable Item is serial number controlled (See: Defining Rebuildable Items, page 3-104), select a Rebuildable Serial Number from the Asset Number list of values. Optionally select a Priority Code. This field is for information purposes.

6.

Setting Up 3-111

7.

Optionally enter Effective Dates. If the Effective From field is left blank, the system date defaults. If the Effective To field is left blank, it defaults as NULL. Within the Activity tab, the Activity Cause defaults from the Activity definition (See: Defining Activities, page 3-53), specifying what situation caused this work to generate. For example, Breakdown, Vandalism, Normal Wear, or Settings. Optionally you can select an Activity Cause. The Activity Type defaults from the Activity definition (See: Defining Activities, page 3-53). This code indicates the type of maintenance activity needed to perform for this Activity. It is used when defining a job or a standard job. It should remain generic, and should not describe the job in detail. For example, Inspection, Overhaul, Lubrication, Repair, Servicing or Cleaning. Optionally select an Activity Type.

8.

9.

10. Optionally select the Tagging Required check box to indicate whether tag out

procedures are required.


11. The Owning Department field is used when associating Asset Numbers to

Activities (See: Activity Association Templates, page 3-58).


12. Save your work.

Defining Rebuildable Bills of Material


You can identify and select the required items that make up a Rebuildable Serial Number. A bill of material (BOM) is used to list all items and components that make up a particular asset or rebuildable, and is defined for each Rebuildable Item. The items defined on a Rebuildable BOM are standard inventory components and/or non-inventory, direct items (See: Defining Items, Oracle Inventory User's Guide).
Note: If you are not using Project Manufacturing applications, Project

Parameters are defined for your eAM enabled organization to successfully create Rebuildable Items. This is required because a Rebuildable BOM is of type Model/Unit Effective and this BOM type is currently allowed if PJM organization parameters are set up for the eAM enabled organization to which the Rebuildable Item has been assigned. To define Project Parameters, open the Project Parameters window using Project Manufacturing Super User responsibility and without entering any data in the window, save the record. If you plan to use Project Manufacturing, see: Project Manufacturing Integration Setup, page 3-185 for information on defining Project Parameters.

To set up a rebuildable BOM:


1.

Navigate to the Bills of Material window.

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Bills of Material

2. 3. 4.

Select a Rebuildable Item from the Item list of values. Within the Main tab, the Item Sequence and Operation Sequence values default. Enter the inventory or non-inventory Component to make up the Rebuildable Serial Number. Enter the Quantity of that component necessary for the Rebuildable Serial Number. Save your work.

5. 6.

Related Topics
Defining Items, Oracle Inventory User's Guide Associating Asset Numbers with Activities, page 3-100 Defining Subinventories, Oracle Inventory User's Guide Defining Stock Locators, Oracle Inventory User's Guide Creating a Bill of Material, Oracle Bills of Material User's Guide

Setting Up 3-113

Non-Stock Direct Item Setup


Non-Stock Direct Items can represent items that are not stocked in inventory, such as services that are purchased from a supplier. Non-Stock Direct Items are not stocked in inventory; they are defined in the Item Master as an inventory item, Purchased, Purchasable, and the Stockable check box cleared. See: Purchasing Attribute Group, Oracle Inventory User's Guide. These items are contrived as "one off", bought directly from a vendor for a specific Work Order and Operation. These items are delivered directly to the Shop Floor for maintenance Work Order execution. You can add Non-Stock and Description Based Direct Items to Maintenance Bills of Material, as well as add them directly to the material requirements for an existing Work Order (See: Defining Direct Item Material Requirements, Oracle Enterprise Asset Management User's Guide). To set up Non-Stock Direct Items, access the Master Item window within Oracle Inventory, and apply the @Non Stocked Item template. See: Defining Items, Oracle Inventory User's Guide. Description Based Direct Items are not set up within Oracle Inventory. If direct items exist on a Bill of Material, they default as material requirements when creating a Work Order for that asset; however, you can add additional direct item material requirements to an existing Work Order.

To set up a Non-Stock Direct Item:


1.

Navigate to the Master Item window.

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Master Item

2. 3. 4. 5. 6. 7. 8.

Enter the non-stock direct Item name. Enter a Description. From the Tools menu, select Copy From. Select the @Non-Stocked Item Template. Choose Apply. Choose Done. Save your work. The Stockable check box is clear and the Purchased and Purchasable check boxes are selected.

Related Topics
Defining Rebuildable Bills of Material, page 3-112 Setting Up Maintenance Bills of Material, page 3-97 Setting Up Asset Bills of Material, page 3-77 Defining Items, Oracle Inventory User's Guide

Setting Up 3-115

Preventive Maintenance Setup


eAM can generate Work Orders automatically based on meter readings, runtime and/or calendar days. An example of meter-based preventive maintenance is your car's oil changes. Most car manufacturers recommend that you change your engine oil every 3,000 miles or six months, whichever comes first. To set up the above scenario, you would first define your car's odometer as a meter. Next, you would associate that meter to an asset (your car), using the Asset Meter Association window. After you have associated the meter to the asset, you can associate the Maintenance Activity (oil change) that should occur, based on the meters you have defined. This is done via Preventive Maintenance Scheduling. This section includes the following topics: Project and Task Setup, page 3-116 Defining Meter Templates, page 3-116 Defining Meters, page 3-119 Defining Set Names, page 3-122 Defining a Preventive Maintenance Template, page 3-124 Entering Preventive Maintenance Schedule Definitions, page 3-132

Project and Task Setup


Work Orders can associate with a Project, Task or Seiban number, at the time of implementing PM suggestions to Work Orders. The Forecast Work Order window is customizable.

Defining Meter Templates


There are two ways to create meters. You can create them within the Meter window, or create them first using the Meter Template window, and then next instantiating them when defining an asset. If you create Meters using the Meter window (See: Defining Meters, page 3-119), associate that meter definition with individual Asset Numbers manually. If you utilize the Meter Template definition functionality, you can associate that Meter Template with Asset Groups. After the association is created, when an Asset Number (Asset Numbers or Serialized Rebuilds) is created within that Asset Group (Asset Group or Rebuildable Item), the system automatically creates a new instance of the meter, associated with the specific Asset Number. This enables you to streamline your meter setup. However, the meters are not created retroactively; it applies to Asset Numbers created after the Meter Template was created.

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Defining Meter Templates

To define Meter Templates:


1.

Navigate to the Meter Template window.


Meter Template

2. 3. 4.

Enter a unique meter template Name. Enter the template's Description. Select the meter Type. When entering meter readings for the current meter, if the meter is an Absolute type, the Value field is enabled. If the meter is a Change type, the Change field is enabled.

5. 6.

Select a unit of measure (UOM). After the meter is created, this field is disabled. Select whether the meter readings is Ascending, Descending, or Fluctuating. A fluctuating meter reading is one that can go up and down, for example, a temperature gauge. As production units pass through meters, meter readings increment. Another example of an ascending meter is a car odometer. Some liquid dispensers start full and record decreasing readings as material is used.
Note: If the meter is fluctuating, it is not used in Preventive

Maintenance scheduling.

7.

Optionally enter an Initial Reading. This is automatically used as the first meter reading entered, or each new instance of the meter that is created and associated with an Asset Number (or Serialized Rebuild) via the Meter Template.

Setting Up 3-117

8.

If you select the Used in Scheduling check box, the meter is used in Preventive Maintenance Scheduling. If there are any scheduling rules associated with this meter, you cannot clear this check box. If this is a fluctuating meter, this check box is disabled. If the Used in Scheduling check box is selected, the Usage Rate (per day) and Number of Past Reading fields are mandatory. Optionally select the Required check box to indicate whether readings for the meter are required during work order completion, regardless of whether a work order was generated from Preventive Maintenance or if it was created manually. You can select or clear this check mark at any time; it impacts only future meter readings. However, if the meter is a Primary Failure Meter for any current asset/meter association, you cannot clear the check box.

9.

10. Enter a usage Rate (per day). This field works in conjunction with the Number of

Past Readings field to provide daily meter usage estimates, based on historical readings. It supplies the system benchmark data that is used to set the occurrence of scheduled PMs. Rate per day is referred to in the absence of a sufficient value in the Number of Past Readings field. This field is mandatory if you have selected the Used in Scheduling check box.
11. Enter a value for the Number of Past Readings. This value designates how many

readings prior the scheduler should go to for calculating the usage rate. If there is an insufficient number of readings (for example four, instead of the required five), the system continues the calculation based on the usage Rate per day. This field is mandatory if you have selected the Used in Scheduling check box.
Note: If you enter a value of 1, the system perpetually calculates at

the usage Rate per day.

12. Select the meter template effective dates. If left blank, the meter is effective all of the

time. You can disable a meter effective on a specific date by selecting a To date.
13. Save your work.

To associate Meter Templates with Asset Groups:


If you utilize the Meter Template definition functionality (See: Defining Meter Templates, page 3-116), you can associate that Meter Template with Asset Groups, within the same Meter Template window. After you create the association, when a new Asset Number (Asset Numbers or Rebuildable Serial Numbers) is created within that Asset Group (Asset Group or Rebuildable Item) a new instance of the corresponding meter is automatically created. This enables you to streamline your Meter setup.
1.

Select an Item Type. Valid values are Capital or Rebuildable.

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2.

Select an Asset Group. If you previously selected Capital, Asset Groups are available for selection. If you previously selected Rebuildable, Rebuildable Items are available for selection. Save your work. After saving, every Asset Number defined as part of the current Asset Group automatically associates with the Meter Template; you do not need to create this association manually.

3.

Defining Meters
Alternatively, you can create Meters using the Meter window. Manually associate the meter definition with individual Asset Numbers. If you utilize the Meter Template definition functionality, you can associate that Meter Template with Asset Groups (See: Defining Meter Templates, page 3-116). Defining Meters

To define a meter within the Meter window:


1.

Navigate to the Meter window.


Meter

2. 3. 4.

Enter a unique meter Name. Enter a Description for this meter. Optionally select a Source Meter from the list of values. As the Source Meter's readings are updated, the associated target meter (current meter) is updated automatically. Companies can associate a Source Meter to an Asset Number/Meter association. The Source Meter reading subsequently feeds corresponding meters that are associated with assets within the Meter Hierarchy. For example, some companies must track units, using a Meter, to a parent asset

Setting Up 3-119

(truck). These units should then trickle down to all children components of that parent asset (transmission, tires, belts). Each child component has different Meters to track the units and history on the individual components. If the transmission is replaced, the Rebuild Replacement process enables you to remove the replaced transmission from the meter hierarchy and add the new transmission to the hierarchy. From that point, meter readings logged to the truck should also update the transmission's child meter with those units. Any time a reading is logged to the truck, it will update the transmission child Meter with those units.
5.

Select the meter Type. When entering meter readings for the current meter, if the meter is an Absolute type, the Value field is enabled. If the meter is a Change type, the Change field is enabled. A Change type meter is used to measure incremental changes in meter readings. The incremental amount is added to the current meter reading. After meter readings are entered for a Change Meter, you cannot change the type to Absolute.

6.

Select a unit of measure (UOM), associated with this meter. After the meter is created, this field is disabled. Select whether the meter readings are Ascending, Descending, or Fluctuating. A fluctuating meter reading is one that can go up and down, for example, a temperature gauge. As production units pass through meters, meter readings increment. Another example of an ascending meter is a car odometer. Some liquid dispensers start full and record decreasing readings as material is used.
Note: Fluctuating meters are not used in Preventive Maintenance

7.

scheduling.

After the meter is created, this field is disabled.


8.

Enter an Initial Reading. This is automatically used as the first meter reading entered, or each new instance of the meter that is created and associated to a Asset Number via the Meter Template. If you select the Used in Scheduling check box, the meter is used in Preventive Maintenance Scheduling. If there are any scheduling rules associated with this meter, you cannot clear this check box. If this is a fluctuating meter, this check box is disabled. If the Used in Scheduling check box is selected, the Usage Rate (per day) and Use Past Reading fields become mandatory.

9.

10. Optionally select the Required check box to indicate whether readings for the meter

are required during work order completion, regardless of whether a work order was generated from Preventive Maintenance or if it was created manually. You can select or clear this check mark at any time; it impacts only future meter

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readings. However, if the meter is a Primary Failure Meter for any current asset/meter association, you cannot clear the check box.
11. Enter a usage Rate (per day). This field works in conjunction with the Number of

Past Readings field to provide daily meter usage estimates, based on historical readings. It supplies the system benchmark data that is used to set the occurrence of scheduled PMs. Rate per day is referred to in the absence of a sufficient value in the Number of Past Readings field. This field is mandatory if you have selected the Used in Scheduling check box.
12. Enter a value for the Number of Past Readings. This value designates how many

readings prior the scheduler should go to for calculating the usage rate. If there is an insufficient number of readings (for example four, instead of the required five), the system continues the calculation based on the usage Rate per day entered. This field is mandatory if you have selected the Used in Scheduling check box.
Note: If you enter a value of 1, the system perpetually calculates at

the usage Rate per day.

13. Select the meter Effective Dates. If left blank, the meter is effective all of the time,

after it is created. If you select a future date, the meter is disabled until that date. You can disable a meter effective on a specific date by selecting a To date.
14. Save your work.

To associate meters with capital assets and/or serialized rebuilds:


Meter Association creates the relationship between the meter definition and the capital Asset Number and/or Serialized Rebuild.
1.

Select an Item Type of Capital, if you are going to associate the current meter with an Asset Number. Select Rebuildable if you are associating the current meter with a Serialized Rebuild. Select an Asset Number (or Serialized Rebuild). The Asset Group (or Rebuildable Item) defaults. Optionally select a Primary Failure Meter to indicate the default meter that is used for failure analysis. This meter's readings are used to calculate meter-based MTBF and MTTR. See: Failure Analysis Overview, Oracle Enterprise Asset Management User's Guide. You can select a Primary Failure Meter for any meter with the Required check mark selected. Only one meter can be selected at a time, for an asset.

2.

3.

4.

Save your work.

Setting Up 3-121

Defining Set Names


A PM schedule for an Activity and an Asset Number or Asset Group must uniquely belong to a Set Name. Multiple PM Schedules for the same Asset Number or Asset Group and Activity combination are created across Sets. However, out of those PM Schedules, one can be identified as the Default and used for generating Work Orders. Other PM Schedules in other Sets can be used for simulation purposes. Every Set Name has an end date. Every PM schedule that belongs to the Set Name must have its effective-to date before the end date of the PM Schedule's Set Name. Before assigning a Set Name to a PM schedule, you need to define Set Names within the Set Name Definition window. If you do not want to create Set Names, you can assign PM schedules to set, MAIN; it already exists. PM schedules might contain assets that transferred from one organization to another. The asset's destination organization can update and use the PM schedules that are assigned to a global PM set. However, you can only view, within the destination organization, PM schedules that are assigned to the asset's originating organization's local PM sets. Defining Set Names

To define Set Names:


1.

Navigate to the Set Name window.

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Set Name

2. 3.

Enter the Set Name. Optionally enter an End Date. Every PM schedule that belongs to the Set Name must have its effective-to date before the End Date of the PM Schedule's Set Name. If you leave this field blank, the current Set Name does not expire. Optionally enter a Description for this Set Name. Optionally select the Global check box to indicate that the set is visible globally. If this check box is clear, the set is confined to the current organization.
Note: You can change this setting from Global to local, if the set is

4. 5.

not used in an PM schedules of another organization's assets.

6.

Optionally choose Templates to add, change, delete, or view Preventive Maintenance Schedule Templates, associated with the current Set Name (See: Preventive Maintenance Schedule Templates). Optionally choose Schedules to create PM Schedule Definitions, associated with the current Set Name (See: Defining a Preventive Maintenance Template, page 3-124). Optionally choose Set Default to identify all schedules within this set as Default. PM Schedules identified as Default automatically generates Work Orders, by the PM Scheduler process. PM schedules that are not identified as Default can generate Work Order suggestions, by the PM Scheduler process. The generated suggestions cannot be converted into Work Orders. You can create an unlimited number of Set

7.

8.

Setting Up 3-123

Names within this window.


9.

Save your work.

Defining a Preventive Maintenance Template


An Activity and Asset Number combination can be associated with Runtime, Day Interval Rules, or a list of dates, defining when an Activity should be scheduled for an Asset, Serialized and Non-Serialized Rebuildables, or an Asset Route. Day Interval rules and List of Dates rules are supported for Non-Serialized Rebuildables and Asset Routes. The Preventive Maintenance (PM) Scheduler process creates suggested Work Order dates based on these rules. A planner can then view these forecasted Work Orders, and generate them as necessary. There are two ways to create PM schedule definitions for Rebuildable Serial Numbers and Assets. You can create them individually within the Preventive Maintenance Schedules window (See: Entering Preventive Maintenance Schedule Definitions, page 3132), or streamline the process of creating them using a PM Template. A PM Template is a schedule, defined for an Asset Group (Asset Group or Rebuildable Item)/Activity association. If you utilize the PM Template functionality, a new PM Schedule is automatically created for a newly created Asset Number (asset or rebuildable) for the Asset Group. All PM Template attributes are copied over to the PM Schedule for the Instance. You can optionally modify the values of the PM Instances created. Before a PM Template is created, the following prerequisites must exist: Meter Template Definition (See: Defining Meter Templates, page 3-116) A Meter Template definition is required if the PM Template is based on Runtime Rule Activity Definition (See: Defining Activities, page 3-53) Meter Template Association (See: Associating Meter Templates with Asset Groups, page 3-118) A Meter Template Association is required if the PM Template is based on Runtime Rules. Activity Association Template (See: Activity Association Templates, page 3-58)

Creating Preventive Maintenance (PM) Templates

To create a PM Template:
1.

Navigate to the Find Preventive Maintenance Schedules window. This window enables you to enter information to narrow your search for query mode. Select Yes in the Generate Next WO field if you want the PM Scheduler to be able to

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create the next work order only if the previous work order has been completed for this work order completion date. To define a new PM Template, select the New button.
Preventive Maintenance (Template Definition

2. 3.

Enter a PM Template name in the Schedule Name field. Enter a Set Name. A PM schedule for an Activity and Asset Group must uniquely belong to a Set Name (See: Defining Set Names, page 3-122). Every Set Name has an end date. Every PM schedule that belongs to the Set Name must have its Effective To date before the end date of the PM Set Name. Before assigning a Set Name to a PM schedule, define Set Names within the Set Name Definition window. If you do not want to create Set Names, you can assign PM schedules to set, MAIN; it already exists. PM schedules might contain assets that transferred from one organization to another. The asset's destination organization can update and use the PM schedules that are assigned to a global PM set. However, you can only view, within the destination organization, PM schedules that are assigned to the asset's originating organization's local PM sets. You can copy these PM schedules to a global, local set or to your organization's local set.

4.

Select an Asset Type. Valid values are Capital and Rebuildable Inventory. If Capital

Setting Up 3-125

is selected, the Asset Group fields refer to the Asset Group. If you select Rebuildable Inventory, the Asset Group fields refer to the Rebuildable Item.
5. 6.

Select an Asset Group. Select a Schedule Type. Valid values are Rule Based and List Dates. If you select Rule Based, the Day Interval Rules and Runtime Rules tabs are enabled to enter information. If you select List Dates, you can define information within the List Dates tab. The Effective dates default from the current Activity association, if they exist. Optionally select or update the Effective From and Effective To dates. Optionally enter a Lead Time In Days. Lead time in a Preventive Maintenance Schedule is different than lead time associated with Work Order creation. The Preventive Maintenance process suggests Work Orders to be created or scheduled, starting from the last service day of the Asset to the cutoff day you specified while running the process. If a Lead Time In Days is specified, the Preventive Maintenance process predicts work for those extra days beyond the cutoff date. This provides the maintenance department advanced visibility for maintenance work that is typically predicted in the next planning process. The maintenance department can prepare for such work in the current planning period.

7.

8.

9.

Optionally select a Work Order Status that best fits your business process. When Preventive Maintenance Work Orders are generated, (See: Generating Work Orders, Oracle Enterprise Asset Management User's Guide) they are created with this specified status. You can optionally update this status within the Maintenance Workbench (See: Using the Maintenance Workbench, Oracle Enterprise Asset Management User's Guide).

10. Optionally select Yes in the Generate Next WO field if you want to enable the

scheduler to create the next work order only if the previous work order has been completed for the work order completion date.
11. Optionally select the Default check box to indicate that the current PM schedule

definition generates Work Orders. If this check box is not selected, Work Order suggestions will not generate. You can have only one Default PM for an Asset Item/Activity combination.
12. Optionally select the Automatic Instantiation check box. If this check box is selected,

a new instance of the current PM schedule template is created for each new Asset (Asset Number or Rebuildable Serial Number).
13. Optionally select the Reschedule Manual Work Orders check box. If this check box

is selected, non-firm, unreleased manual work orders are considered during PM

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scheduling.
14. If the Run To Failure check box is selected, the Preventive Maintenance Scheduler

does not automatically schedule Asset Numbers within this Asset Group and Activity association, although you can create manual Work Orders. This is relevant for Asset Numbers that cost more to maintain than the Asset Number itself. You might also check this box for forecasting and budgeting reasons. For example, your asset is a conveyor belt. It is common in maintenance environments to let this asset wear out completely before replacing it. You estimated that the life of this asset is 18 months, and have set up a schedule for a replacement Work Order every 18 months. In reality, you found that the belts have ended up wearing out every 12 months, affecting your cost budget. You may select this check box and clear it later. For example, you might associate an Asset Number to an Activity, but maybe you cannot currently maintain or schedule this Asset Number. You may have future plans to maintain this Asset Number. If this check box is selected, PMs created as a copy of this PM Template generate Work Orders for the corresponding asset in the Maintenance Workbench (See: Using the Maintenance Workbench, Oracle Enterprise Asset Management User's Guide ).
15. In the Scheduling Options region, indicate how the PM Scheduler process calculates

Work Order dates. The Use field works in conjunction with the to suggest Next Service field. The date field indicates the Last Service date Actual Start Date to Start Date: The PM Scheduler process uses the Last Service Actual Start Date, and calculates scheduled start dates. This is a forward scheduling method. Actual Start Date to End Date: The PM Scheduler process uses the Last Service Actual Start Date, and calculates the scheduled end dates. This is a backward scheduling method. Actual End Date to Start Date: The PM Scheduler process uses the Last Service Actual End Date, and calculates the scheduled start dates. This is a forward scheduling method. Actual End Date to End Date: The PM Scheduler process uses the Last Service Actual End Date, and schedules the scheduled end dates. This is a backward scheduling method. Scheduled Start Date to Start Date: The PM Scheduler process uses the Last Service Scheduled Start Date, and calculates scheduled start dates. This is a forward scheduling method. Scheduled Start Date to End Date: The PM Scheduler process uses the Last Service

Setting Up 3-127

Scheduled Start Date, and calculates the scheduled end dates. This is a backward scheduling method. Scheduled End Date to Start Date: The PM Scheduler process uses the Last Service Scheduled End Date, and calculates the scheduled start dates. This is a forward scheduling method. Scheduled End Date to End Date: The PM Scheduler process uses the Last Service Scheduled End Date, and schedules the scheduled end dates. This is a backward scheduling method. Base Date: You must enter a date as the basis for the PM calculation. As your intervals change, you might want to update the Base Date so that your PM work orders are generated at your choice intervals. It is recommended that you change the Base Date to the Last Service Date if your scheduling interval changes, to ensure that the new scheduling is impacted only from that point and forward. Actual and scheduled work order dates are not considered when you use the Base Date or Base Meter options. Base Meter: You must enter a Meter, as well as the initial interval. The PM engine uses that initial reading as the anchor for its calculation. Actual and scheduled work order dates are not considered when you use the Base Date or Base Meter options.

16. In the Multiple Rules region, indicate how the predicted due dates are determined

for multiple rules. First: The due date is set to the first due date of all rules. Last: The due date is set to the last due date of all rules.

For example, below is a Runtime Rule that includes two meters, Meter1 and Meter2.
Schedule Based On Example Interval 100 50 Effective From 0 0 Effective To 10,000 2,500 Meter Meter1 Meter2

If you specify First Due Date in the Scheduling Based On region of the PM Template, between the two meters, the first meter that hits the due reading triggers the service. In this case, if Meter1's reading reaches the interval of 100 first, the service happens before Meter2's reading reaches its interval of 50. Conversely, you

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can choose Last Due Date in the Scheduling Based On region. In this case, even if Meter1 reaches its due reading, the service is not scheduled until Meter2 has also reached its due reading. This region is disabled if the current PM schedule definition's Scheduling Type field is populated with List Dates.
17. In the Activity region, select one or multiple Activities. Activities associated with

Asset Groups are eligible for defining a Schedule Template. A Maintenance Planner can create a single PM schedule for multiple activities on an Asset Template. You can list multiple activities to perform on an asset that share a common base interval of either a date, meter, or both. Each maintenance activity on the schedule generates work orders, based on a multiple of the base interval occurring. The group of maintenance activities on one PM schedule represents a cycle of activities. After the cycle of activities completes, the cycle restarts. For example, you can define a PM schedule for two activities that have a common Base Interval of 7,500 miles. The first activity is an oil change, and is scheduled every 7,500 miles. The second activity, a tune-up, is scheduled for every fourth interval or 30,000 miles. The work order for the oil change generates on each occurrence of the 7,500 mile interval and the work order for the tune-up generates on the fourth interval occurrence. When an asset transfers to another organization, the schedule that is associated with the local PM Set is viewable within the new organization. For example, the PM Set Name, Local, is created in organization, EM1. A PM schedule is defined in EM1 for Asset Number, #1554877, and is associated with Local (Set Name). Asset Number #1554877 is transferred to another eAM-enabled organization, EM2. A planner in this new organization (EM2) can view the PM schedule that is associated with the Local PM set. However, it is view-only; it cannot be updated. The associated Activity appears in blue, to indicate that the activity definition has not yet been assigned to EM2. In this scenario, to use the PM schedule, the planner must either assign the schedule's Activity to the current organization, EM2, or update the schedule's PM Set Name from Local to a global set or a local PM set that was defined in EM2.
Note: You can define an unlimited number of Activities, however,

it is recommended that you keep it simple.

18. Optionally indicate the Interval Multiple of the Base Interval. This field works with

the Repeat in Cycle field to determine how many intervals for an activity to repeat.
19. Optionally select the Repeat in Cycle value to determine if the activity interval

repeats in the cycle. If you select Yes, the Interval Multiple field determines how many times the activity interval repeats. If you select No, the Activity is scheduled once for each cycle.

Setting Up 3-129

20. Optionally enter a Tolerance In Days to indicate a minimum interval in days that

suggested Work Orders' dates are spaced from each other.


21. Within the Date Rules tab, optionally enter Effective From and To dates to specify

the rule's expiration.


22. Enter a Base Interval In Days. For example, if you enter the number three, a Work

Order suggestion is created every three days. You can optionally create variable Date Rules. For example, you would like Work Order suggestions created every three days in January, and every four days in February. The window below illustrates this example:
23. Within the Meter Rules tab, optionally select a Meter Name to indicate that

Preventive Maintenance scheduling is based on a Meter Rule. If you have previously set up a Date Rule, you can base the scheduling on a Runtime Rule, as well. Meter Templates associated with this Asset Group (See: Associating Meter Templates with Asset Groups, page 3-118), and with the Used in Scheduling check box selected in the meter template definition, are available. For example, trucks of a specific Make and Model need to be scheduled for an oil change every 30 days, or every 1000 miles.
Date Rule Field Last Service Start/End Date Interval In Days Value December 26, 2001 30

Meter Rule Field Last Service Reading Interval Latest Meter Reading Latest Meter Reading Date Value 3000 1000 3100 (found within meter reading history) January 1, 2002 (this can be found via meter reading history)

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Field Usage Rate

Value 25 miles per day (calculated, based on Linear Regression's Least Square formula. In a least-squares model, the best-fitting line for the observed data is calculated by minimizing the sum of the squares of the vertical deviations from each data point to the line. For example, if a point lies on the fitted line exactly, then its vertical deviation is zero.)

If the Meter Rule is taken into account, the next due date is February 6, 2002 (January 1 2002 + [(3000 + 1000 - 3100)/25 = January 1, 2002] +36 days), and every 40 days after that. This is calculated as the interval (1000 miles) divided by the usage rate (25 miles per day). The PM Scheduler process compares the above suggested dates from the runtime interval rule, to those of the date rule: Base Date of December 26, 2001 + every 30 days. The Work Orders ultimately created by the PM Scheduler process are those of the earliest or latest dates, depending on how the Schedule Based On region is populated. If you selected First Due, the earliest suggestion is used for Work Order creation. The opposite is also true.
24. The Interval and UOM fields work together. For example, for every 2000 miles, this

Asset Number needs an oil change. The UOM defaults from the Meter Template definition of the current Meter Template. You can optionally create multiple Runtime Rules. For example, from zero to 10,000 miles, you would like your asset serviced every 3,000 miles. From 10,000 to 50,000 miles, you would like your asset serviced every 2,000 miles.
25. Optionally enter the Last Service Reading in the Last Service Information window.

This field is also automatically updated with the meter reading information recorded at Work Order completion (See: Work Order Completion, Oracle Enterprise Asset Management User's Guide).
Note: The Preventive Maintenance Scheduler (See: Generating

Work Orders, Oracle Enterprise Asset Management User's Guide) automatically calculates the meter usage rate, based on historical data, which is then used to predict the next meter due date. Refer to the example below.

Setting Up 3-131

26. If you populated List Dates within the Schedule Type field, select the List Dates tab

to define the specific due dates that Work Orders should transpire. For example, you want asset, Car1, serviced on May 1 and November 1 every year for the next three years. In this case, you would create a List Dates type schedule definition, and list all the due dates within this tab. The PM Scheduler process creates suggested Work Order dates on those specified dates.
27. Save your work.

Entering Preventive Maintenance Schedule Definitions


Schedule definitions are implemented to create scheduled Work Orders, based on Day Interval Rules, and/or Runtime Rules. Schedules can also be based on a list of specific dates by using List Date rules. List Date rule based PM schedules cannot have Runtime or Day interval rules. Runtime or Day Interval Rule based PM schedules cannot have List Date rules. You can create a Preventive Maintenance Schedule Definition on an Asset Group (Non-serialized Rebuildable)/Activity combination, Asset Number/Activity combination, or an Asset Route/Activity combination. If a meter is entered in a runtime interval rule, the following prerequisites must exist before creating a Preventive Maintenance Schedule: Meter Definition (See: Defining Meters, page 3-119) A Meter definition is required if the PM schedule is based on Runtime Rules. Activity Definition (See: Defining Activities, page 3-53) Meter/Asset Association (See: Associating Meters with Asset Numbers, page 3-121) A Meter/Asset Association is required if the PM schedule is based on Runtime Rules. Asset Group (Non-Serialized Rebuildable) or Asset Number/Activity Association (See: Associating Asset Numbers with Activities, page 3-100)

Defining Preventive Maintenance (PM) Schedules

To define a Preventive Maintenance schedule for an asset number:


1.

Navigate to the Find Preventive Maintenance Schedules window. This window enables you to enter information to narrow your search for query mode. Select Yes in the Generate Next WO field if you want the PM Scheduler to be able to create the next work order only if the previous work order has been completed for this work order completion date. To define a new schedule, click the New button.

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Setting Up 3-133

Preventive Maintenance (Schedule Definition)

2. 3.

Enter a Schedule Name. Enter a Set Name. A PM schedule for an Activity and an Asset Number or Asset Group must uniquely belong to a Set Name (See: Defining Set Names, page 3-122). Every Set Name has an end date. Every PM schedule that belongs to the Set Name must have its Effective To date before the end date of the PM Set Name. Before assigning a Set Name to a PM schedule, define Set Names within the Set Name Definition window. If you do not want to create Set Names, you can assign PM schedules to set, MAIN; it already exists. PM schedules might contain assets that transferred from one organization to another. The asset's destination organization can update and use the PM schedules that are assigned to a global PM set. However, you can only view, within the destination organization, PM schedules that are assigned to the asset's originating organization's local PM sets. You can copy these PM schedules to a global, local set or to your organization's local set.

4.

Select an Asset Type. Valid values are Capital and Rebuildable Inventory. If Capital is selected, the Asset Number and Asset Group fields refer to the Asset Number and Asset Group, respectively. If Rebuildable Inventory is selected, the Asset Number and Asset Group fields refer to the Rebuildable Serial Number and

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Rebuildable Item, respectively. If a Non-Serialized Rebuildable Item is entered in the Asset Group field, the Asset Number field is not required.
5.

Select an Asset Number. Assets that are maintainable and associated with Activities are available. The Asset Group field populates with the Asset Group associated with the current Asset Number. If you wish to define a PM Schedule for a Non-serialized Rebuildable, enter the Asset Group; the Asset Number field does not apply. For assets that transferred from one organization to another, PM schedules that are defined for assets within their originating organizations are also visible within their destination organizations.

6.

Select a Schedule Type. Valid values are Rule Based and List Dates. If you select Rule Based, the Day Interval Rules and Runtime Rules tabs are enabled to enter information. If you select List Dates, you can define information within the List Dates tab. The Effective dates default from the current Asset Activity association, if they exist. Optionally select or update the Effective From and Effective To dates. Optionally enter a Lead Time In Days. Lead time in a Preventive Maintenance Schedule is different than lead time associated with Work Order creation. Lead time within a Preventive Maintenance Schedule covers the time between the end date of the first execution of the Preventive Maintenance Schedule process, and the start date (system date) of the second execution of the Preventive Maintenance Schedule process. For example, a department executes the Preventive Maintenance Scheduler process every two months; the end date of each Preventive Maintenance Scheduler process is the end of every other month. However, due to circumstance, the meter data is not ready until the middle of the month. Therefore, the Preventive Maintenance Scheduler process starts in the middle of the month, instead of at the beginning, creating a lapse between the first and second Preventive Maintenance Scheduler executions. Lead time is used to cover this lapse.

7.

8.

9.

Optionally select Yes in the Generate Next WO field if you want to enable the scheduler to create the next work order only if the previous work order has been completed for the work order completion date.

10. Optionally select a Work Order Status that best fits your business process. When

Preventive Maintenance Work Orders are generated, (See: Generating Work Orders, Oracle Enterprise Asset Management User's Guide) they are created with this specified status. You can optionally specify a different status for each PM schedule. You can also update this status, using the Maintenance Workbench (See: Using the Maintenance Workbench, Oracle Enterprise Asset Management User's Guide).
11. Optionally select the Default checkbox to indicate that the current PM schedule

Setting Up 3-135

definition generates Work Orders. If this checkbox is not selected, Work Order suggestions will not generate. You can have only one Default PM for an Asset Item/Activity combination.
12. Optionally select the Reschedule Manual Work Orders checkbox. If this checkbox is

selected, non-firm, unreleased manual Work Orders are considered during PM scheduling.
13. If the Run To Failure checkbox is selected, the Preventive Maintenance Scheduler

does not automatically schedule this Asset Number and Activity association, although you can create manual Work Orders. This is relevant for Asset Numbers that cost more to maintain than the Asset Number itself. You might also check this box for forecasting and budgeting reasons. For example, your asset is a conveyor belt. It is common in maintenance environments to let this asset wear out completely before replacing it. You estimated that the life of this asset is 18 months, and have set up a schedule for a replacement Work Order every 18 months. In reality, you found that the belts have worn out every 12 months, affecting your cost budget. You can select this checkbox and clear it later. For example, you might associate a non-maintainable asset to an activity, but maybe you cannot currently maintain or schedule this asset. You might have future plans to maintain this Asset Number. If this checkbox is selected, Work Orders for this asset do not appear in the Maintenance Workbench at the time of PM Scheduling (See: Using the Maintenance Workbench, Oracle Enterprise Asset Management User's Guide).
14. For new PM schedule definitions, the default value for the Reviewer is based on the

user login information, and the Review Date field defaults to the current system date. If you are updating a PM schedule definition, the Reviewer field indicates the last reviewer of the PM Schedule, and the Review Date field indicates the date on which the last review occurred. When updating the schedule definition, the Reviewed Date can be changed.
15. In the Scheduling Options region, indicate how the PM Scheduler process calculates

Work Order dates. The Use field works in conjunction with the to suggest Next Service field. The date field indicates the Last Service date. Actual Start to Start Date: The PM Scheduler process uses the Last Service Actual Start Date, and calculates scheduled start dates. This is a forward scheduling method. Actual Start Date to End Date: The PM Scheduler process uses the Last Service Actual Start Date, and calculates the scheduled end dates. This is a backward scheduling method.

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Actual End Date to Start Date: The PM Scheduler process uses the Last Service Actual End Date, and calculates the scheduled start dates. This is a forward scheduling method. Actual End Date to End Date: The PM Scheduler process uses the Last Service Actual End Date, and schedules the scheduled end dates. This is a backward scheduling method. Scheduled Start Date to Start Date: The PM Scheduler process uses the Last Service Scheduled Start Date, and calculates scheduled start dates. This is a forward scheduling method. Scheduled Start Date to End Date: The PM Scheduler process uses the Last Service Scheduled Start Date, and calculates the scheduled end dates. This is a backward scheduling method. Scheduled End Date to Start Date: The PM Scheduler process uses the Last Service Scheduled End Date, and calculates the scheduled start dates. This is a forward scheduling method. Scheduled End Date to End Date: The PM Scheduler process uses the Last Service Scheduled End Date, and schedules the scheduled end dates. This is a backward scheduling method. Base Date: You must enter a date as the basis for the PM calculation. As your intervals change, you might want to update the Base Date so that your PM work orders are generated at your choice intervals. It is recommended that you change the Base Date to the Last Service Date if your scheduling interval changes, to ensure that the new scheduling is impacted only from that point and forward. Actual and scheduled work order dates are not considered when you use the Base Date or Base Meter options. Base Meter: You must enter a Meter, as well as the initial interval. The PM engine uses that initial reading as the anchor for its calculation. Actual and scheduled work order dates are not considered when you use the Base Date or Base Meter options.

16. In the For Multiple Rules region, indicate how the predicted due dates are

determined for multiple rules. First: The due date is set to the first due date of all rules. Last: The due date is set to the last due date of all rules.

For example, below is a Runtime Rule that includes two meters, Meter1 and Meter2.

Setting Up 3-137

Schedule Based On Example Interval 100 50 Effective From 0 0 Effective To 10,000 2,500 Meter Meter1 Meter2

If you specify First in the Multiple Rules region of the PM schedule definition, between the two meters, the first meter that hits the due reading triggers the service. In this case, if Meter1's reading reaches the interval of 100 first, the service happens before Meter2's reading reaches its interval of 50. Conversely, you can choose Last in the Multiple Rules region. In this case, even if Meter1 reaches its due reading, the service is not scheduled until Meter2 has also reached its due reading. This region is disabled if the current PM schedule definition's Scheduling Type field is populated with List Dates.
17. Within the Activity region, select one or multiple Activities. Activities associated

with Asset Numbers or Non-serialized Rebuilds are eligible for scheduling. A Maintenance Planner can create a single PM schedule for multiple activities on an Asset. You can list multiple activities to perform on an asset that share a common base interval of either a date, meter, or both. Each maintenance activity on the schedule generates work orders, based on a multiple of the base interval occurring. The group of maintenance activities on one PM schedule represents a cycle of activities. After the cycle of activities completes, the cycle restarts. For example, you can define a PM schedule for two activities that have a common Base Interval of 7,500 miles. The first activity is an oil change, and is scheduled every 7,500 miles. The second activity, a tune-up, is scheduled for every fourth interval or 30,000 miles. The work order for the oil change generates on each occurrence of the 7,500 mile interval and the work order for the tune-up generates on the fourth interval occurrence. When an asset transfers to another organization, the schedule that is associated with the local PM Set is viewable within the new organization. For example, the PM Set Name, Local, is created in organization, EM1. A PM schedule is defined in EM1 for Asset Number, #1554877, and is associated with Local (Set Name). Asset Number #1554877 is transferred to another eAM-enabled organization, EM2. A planner in this new organization (EM2) can view the PM schedule that is associated with the Local PM set. However, it is view-only; it cannot be updated. The associated Activity appears in blue, to indicate that the activity definition has not yet been assigned to EM2. In this scenario, to use the PM schedule, the planner must either assign the schedule's Activity to the current organization, EM2, or update the schedule's PM Set Name from Local to a global set or a local PM set that

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was defined in EM2.


Note: You can define an unlimited number of Activities, however,

it is recommended that you keep it simple.

18. Optionally indicate the Interval Multiple of the Base Interval. This field works with

the Repeat in Cycle field to determine how many intervals for an activity to repeat.
19. Optionally select the Repeat in Cycle value to determine if the activity interval

repeats in the cycle. If you select Yes, the Interval Multiple field determines how many times the activity interval repeats. If you select No, the Activity is scheduled once for each cycle.
20. Optionally enter a Tolerance In Days to indicate a minimum interval in days that

suggested Work Orders' dates are spaced from each other.


21. Optionally choose Last Service Info to enter last service information for the current

Asset Number/Activity association. Enter Last Service start and end dates. These dates are used by the Preventive Maintenance Scheduler as a starting point for calculating the next due date for a suggested Work Order. After the Preventive Maintenance Scheduler suggests a Work Order, and that Work Order is completed, this date resets to the completion date. Last service information is always regarding the Asset Number/Activity association, and independent of the association's PM schedule definition. The Last Service Reading cannot be greater than the last meter (if the meter is ascending), or less than the last meter reading (if the meter is descending).

Setting Up 3-139

Last Service Information

22. Within the Date Rules tab, optionally enter Effective From and To dates to specify

the rule's expiration. This tab is enabled if Rule Based is populated in the Schedule Type field.
23. Enter a Base Interval In Days. For example, if you enter the number three, a Work

Order suggestion is created every three days. You can optionally create variable Date Rules. For example, you would like Work Order suggestions created every three days in January, and every four days in February.

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Date Rules Example

24. Optionally within the Meter Rules tab, select a Meter Name to indicate that

Preventive Maintenance scheduling is based on a Meter Rule. If you have previously set up a Date Rule, you can base the scheduling on a Meter Rule, as well. Meters associated with this Asset Number (See: Associating Meters with Asset Numbers, page 3-121), and with the Used in Scheduling checkbox selected in the meter definition, are available. For example, a Truck 01 Asset Number is scheduled for an oil change every 30 days, or every 1000 miles.
Date Rule Field Last Service Date Interval In Days Value December 26, 2001 30

Setting Up 3-141

Meter Rule Field Last Service Reading Interval Last Service Reading Date Value 3000 1000 January 1, 2002 (this can be found via meter reading history) 25 miles per day (calculated as the total of the meter readings value changes, divided by the total of the meter reading date intervals)

Usage Rate

If the Meter Rule is taken into account, the next due date is February 10, 2002 (January 1 2002 + 40 days), and every 40 days after that. This is calculated as the interval (1000 miles) divided by the usage rate (25 miles per day). The PM Scheduler process compares the above suggested dates from the meter rule, to those of the date rule: Base Date of December 26, 2001 + every 30 days. The Work Orders ultimately created by the PM Scheduler process are those of the shortest interval and earliest dates: December 26, 2002 + every 30 days.
Note: Meter Rules are not applicable for Non-Serialized

Rebuildables.

25. The Interval and UOM fields work together. For example, for every 2000 miles, this

Asset Number needs an oil change. The UOM defaults from the meter definition of the current meter. You can optionally create multiple Meter Rules. For example, from zero to 10,000 miles, you would like your asset serviced every 3,000 miles. From 10,000 to 50,000 miles, you would like your asset serviced every 2,000 miles.
26. You cannot enter the Last Service Reading. This field is automatically updated with

the meter reading information recorded at Work Order completion (See: Work Order Completion, Oracle Enterprise Asset Management User's Guide).
Note: The Preventive Maintenance Scheduler (See: Generating

Work Orders, Oracle Enterprise Asset Management User's Guide)

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automatically calculates the meter usage rate, based on historical data, which is then used to predict the next meter due date. Refer to the example below.

27. If you populated List Dates within the Schedule Type field, select the List Dates tab

to define the specific due dates that Work Orders should transpire. For example, you want asset, Car1, serviced on May 1 and November 1 every year for the next three years. In this case, you would create a List Dates type schedule definition, and list all the due dates within this tab. The PM Scheduler process creates suggested Work Order dates on those specified dates.
28. Save your work.

To define a Preventive Maintenance schedule for an asset route:


Preventive Maintenance Schedules can be defined based on Asset Routes. See: Setting Up Asset Routes.
1. 2. 3. 4.

Navigate to the Preventive Maintenance Schedules window. Select Asset from the Item Type list of values. Select an Asset Route from the Asset Number list of values. See: Preventive Maintenance Scheduling, page 3-132, for instructions on the remaining fields.
Note: You can define Date Rules and List Dates for Asset Routes.

You cannot define Meter Rules.

To create a suppression activity:


You can suppress other Activities with the current Activity in the scheduling definition. You can enter suppression activities for an Asset Number/Activity combination. For example, there are two activities associated with a Truck 01 asset: Oil Change (to be performed every five months), and Major Service (to be performed every 12 months). A major service on a Truck 01 includes an Oil Change. Therefore, a suppression definition needs to be defined; the Activity, Major Service, suppresses the child activity, Oil Change.
1.

From the Preventive Maintenance Schedules window, choose Suppression.

Setting Up 3-143

Suppression

2.

Choose a Suppressed Activity. Activities associated with the Asset Numbers are available.
Note: One Activity association can suppress multiple Activity

associations. One Activity association can be suppressed by one Activity association.

3. 4.

Optionally enter a Description for this suppression. Save your work.


Note: Suppression is applicable to an Activity association and can

also be defined from the Activity Workbench and Suppression window.

Related Topics
Entering Meter Readings, Oracle Enterprise Asset Management User's Guide Generating Work Orders, Oracle Enterprise Asset Management User's Guide

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eAM Planning and Scheduling


Oracle Enterprise Asset Management utilizes Work Orders to create demand for asset maintenance. Operations within Work Orders are completed using the Work Orders' associated material and resource requirements (See: Overview eAM Work Management, Oracle Enterprise Asset Management User's Guide). Cost savings and work management efficiencies can be achieved by generating predictive work activities, and then using a planning process to balance the work load for resource management. The process is as follows: First, a Master Demand Schedule is created. This Master Demand Schedule is then attached to Material Requirements Planning (MRP) options. MRP is launched, creating planned Work Order suggestions. You can use the Planner Workbench to implement the suggestions into purchase requisitions or manufacturing orders. Using the Purchasing AutoCreate feature, purchase orders are created from the requisitions. After the purchase orders are received into inventory, you can issue material into a maintenance Work Order. This section includes the following topics: eAM Planning, page 3-145 eAM Scheduling, page 3-146

eAM Planning
Oracle eAM utilizes Material Requirements Planning (MRP) to calculate net material requirements from gross material requirements, by evaluating: the master schedule bills of material scheduled receipts on-hand inventory balances lead times order modifiers

Material Requirements Planning then plans material replenishments by creating a set of recommendations to release or reschedule orders for material, based on net material requirements. MRP assumes infinite capacity is available to meet the material requirements plan. The following illustration depicts how eAM uses Material Requirements Planning. First, a Master Demand Schedule (MDS) is created. This schedule is then attached to MRP

Setting Up 3-145

Plan Options. Next, the MRP is launched, creating suggestions for purchasing requisitions. Finally, these suggestions are implemented. They are purchased, and then received into inventory. After the material is in inventory, it can be issued to a maintenance Work Order.
eAM Material Requirements Planning

This section includes the following topics: Defining a Master Demand Schedule Name, page 3-146 Defining a Material Requirements Plan Name, page 3-147 Defining Plan Options, page 3-149

eAM Scheduling
Oracle Enterprise Asset Management (eAM) utilizes the Oracle Manufacturing Scheduling application to schedule Work Orders and operations. The scheduling process calculates Work Order and operation scheduled duration and dates, based on the forward or backward scheduling goal (See: Routine Work Orders, Oracle Enterprise Asset Management User's Guide), and Work in Process parameters. The concurrent program is triggered after a Work Order is released (See: eAM Work Order Statuses, Oracle Enterprise Asset Management User's Guide). The Work Order is automatically moved to a Pending Scheduling status, until the concurrent program finishes scheduling. At that time, the Work Order is moved back to a Released status. The Scheduler Workbench enables a planner to graphically view and reschedule single Work Orders and operations based on constraints, such as resource. It provides you with a visual display of Work Orders. You can interactively reschedule Work Orders, operations, and resources.
Important: You have the eAM Scheduler (infinite scheduler) available

to you; this scheduler is not constraint-based.

Defining a Master Demand Schedule Name


Before you define a master schedule manually or load a schedule from another source, you must first define a master demand schedule name. You can also set several options for each name.

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To define a Master Demand Schedule name:


1.

Navigate to the MDS Names window.


Master Demand Schedules

2. 3.

Enter a Name and Description for the schedule. Save your work.

Related Topics
Defining a Schedule Name, Oracle Master Demand Scheduling/MRP and Oracle Supply Chain Planning User's Guide

Defining a Material Requirements Plan Name


Master Demand Schedule names trigger the material requirements planning process. A master demand schedule name must be created to perform material requirement planning for maintenance Work Orders.

To define a MRP name:


1.

Navigate to the MRP Names window.

Setting Up 3-147

MRP Names

2. 3. 4.

Enter an alphanumeric Name to identify a unique material requirements. Optionally enter a Description of the MRP name. Optionally select the Feedback check box to monitor the quantity of the planned order that has been implemented as maintenance Work Orders, purchase orders, or purchase requisitions. This provides the planner visibility of the plan's status at any point in time. Optionally select the Production check box to enable a plan to automatically release planned orders. See: Auto-release Planned Orders, Oracle Master Demand Scheduling/MRP and Oracle Supply Chain Planning User's Guide. Optionally enter an Inactive On date on which to disable the plan. As of this date, you can no longer update the plan, nor use the plan name in the planning process. You can still view information and run reports for disabled names.

5.

6.

7.

Save your work.

Related Topics
Overview of Planning Logic, Oracle Master Demand Scheduling/MRP and Oracle Supply Chain Planning User's Guide Defining MRP Names, Oracle Master Demand Scheduling/MRP and Oracle Supply Chain

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Planning User's Guide

Defining Plan Options


You can enter plan options for any plan. If you are launching the planning process for this plan name for the first time, the plan options you defined in the setup parameters are displayed. Otherwise, the plan options you chose, for the last launch of the planning process, are displayed. Supply Chain Planning users can also launch a DRP and supply chain MRP and master production schedule (MPS) plan (See also: Reviewing or Adding Plan Options, Oracle Master Demand Scheduling/MRP and Oracle Supply Chain Planning User's Guide).

To enter plan options:


1.

Navigate to the Plan Options window.


Plan Options

2. 3. 4.

Select a material requirements Plan. Select a master demand Schedule. Select MRP from the Type list of values.

Setting Up 3-149

5.

Select an Overwrite option: All: For a master production schedule (MPS) plan, overwrite all entries and regenerate new MPS entries based on the source master demand schedule. For an MRP, overwrite all MRP firm planned orders for MRP items. This option is displayed when you generate a plan for the first time. Outside planning time fence: For a master production schedule (MPS) plan, overwrite all MPS entries outside the planning time fence. For an MRP, overwrite all planned orders and firm planned orders outside the planning time fence. None: Do not overwrite any firm planned order for MPS or MRP plans.

6.

Select the Append Planned Orders check box to append new planned orders. See: Reviewing or Adding Plan Options, Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide for information regarding situations that cause new planned orders to append. Select the Net WIP check box to indicate that the planning process considers standard discrete jobs, non-standard discrete jobs, or repetitive schedules when planning items during the last plan execution. Select Net Reservations to indicate that the planning process considers stock designated for a specific Work Order when planning the items during the last execution of the plan. Select Net Purchases to indicate that the planning process considers approved purchase requisitions when planning the items during the last execution of the plan.

7.

8.

9.

10. Select Plan Capacity to indicate whether the planning process calculates safety stock

for each item during the last plan execution. Specify the Bill of Resource (for MPS plans) and, Optionally a Simulation Set. See: Capacity Modifications and Simulation, Oracle Capacity User's Guide and Overview of Bills of Resources, Oracle Capacity User's Guide.

11. Select Pegging to calculate graphical pegging information. See: Overview of

Graphical Pegging, Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide. The planning process then traces supply information for an item to its corresponding end demand details, which you then can view in a graphical display. If you are working in a project environment, set a Reservation Level and, Optionally a Hard Pegging Level. See: Reviewing or Adding Project MRP Plan Options, Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide.

12. Select a Material Scheduling Method.

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Operation Start Date: Schedule material to arrive in Inventory for availability on the start date of a specific operation. Order Start Date: Schedule material to arrive in Inventory for availability on maintenance Work Order start date.
13. Specify which Planned Items you want included.

All planned items: Include all planned items in the planning process. You would choose this option to be certain that all items are planned, including those you add to a Work Order or schedule, that are not components on any bill of material. Use this option to avoid missing items you want to plan. For items you do not want to plan, define them with an MRP planning method of Not Planned when defining an item in Inventory. Demand schedule items only Supply schedule items only Demand and supply schedule items
14. Save your work.

Related Topics
Launching the Planning Process, Oracle Enterprise Asset Management User's Guide Viewing Suggested Demand, Oracle Enterprise Asset Management User's Guide Reviewing or Adding Supply Chain Plan Options, Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide

Quality Integration Setup


A maintenance Work Order goes through various steps in its lifecycle (See: eAM Work Order Statuses, Oracle Enterprise Asset Management User's Guide). One of the steps in the lifecycle is Completion. When completing a maintenance Work Order, if the Asset Number has associated, mandatory quality collection plans, you need to enter quality results for the Work Order. A list of quality collection plans associated with the completion transaction appears during the completion process. While creating a collection plan, you have the option of adding collection triggers to the plan. Triggers are restrictions that you define for a collection plan. For example, Work Orders for assets that belong to the TRUCK Asset Group require the entry of quality results for the collection plan. Data collection is initiated if all collection trigger conditions are satisfied. Quality Setup tasks for Enterprise Asset Management include the following: Creating Collection Elements, page 3-152

Setting Up 3-151

Creating eAM Quality Collection Plans, page 3-156 Creating eAM Quality Collection Plans for a Supplier, page 3-160

Creating Collection Elements


Collection elements are the basic building blocks of collection plans, the data structures that you use to collect Quality results. Before you can collect quality data, you must first create a collection plan. Begin by creating collection elements, which define the characteristics of the product or process that you want to monitor, record, and analyze. See: Overview of Collection Elements, Oracle Quality User's Guide. When you define collection elements, you are creating data fields that you can use in collection plans to collect quality results. After you create a collection element, it is available as a selection on a list of values that you can choose from when you set up collection plans. You can create an unlimited number of user-defined collection elements, or you can use any of Quality's predefined collection elements (See: Predefined Collection Elements, Oracle Quality User's Guide) in your collection plans; for example, Asset Num, Asset Serial Number (Asset Serial Number was known as Asset Number in previous releases), Asset Group, Activity, and Work Order. You can also create collection elements by copying them from one collection plan to another.

To define collection elements:


1.

Navigate to the Collection Elements window.

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Collection Elements

Note: The steps listed below describe how to define Collection

Elements one-at-a-time in the Collection Elements window. You can also define several collection elements simultaneously using the Collection Elements Summary window. See: Combination Blocks, Oracle Applications User's Guide.

Note: The following Collection Elements are included with Oracle

Enterprise Asset Management; you do not need to define them: Asset Group, Asset Num, Asset Serial Number (the asset's Inventory Serial Number), Activity, Maintenance Work Order, Maintenance Operation Sequence.

2.

Select the Collection Element name. The collection element can contain alphanumeric characters, spaces, underscores, and single quotation marks. You cannot use words that are reserved for column names, such as NAME, OCCURRENCE, and ORGANIZATION_ID. See: Reserved Words, Oracle Quality User's Guide.

3.

Select the Enabled check box to enable the collection element. You can add enabled collection elements to collection plans. Select its collection Element Type. See: Collection Element Types, Oracle Quality

4.

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User's Guide.
5.

Enter text for the data entry Prompt. The prompt is the label for the collection element field displayed in the Results region of the Enter Quality Results window. Prompts also become the column headings on reports and online inquiries. The default prompt is the name of the collection element, but you can overwrite it.

6.

Optionally enter a Hint. Hints are additional text that appears in the message line, as you enter quality results, to guide you during data entry. See: Message Line, Oracle Applications User's Guide.

7.

Select the collection element's Data Type. You can select any data type, however, you cannot change it after you define the collection element. The available data types are Character, Number, Date, Comment, and Sequence.

8.

Optionally select the Mandatory check box to indicate that a value must always be entered for this collection element, when entering quality results. A mandatory collection element can be redefined as non-mandatory when added to a collection plan. Enter the Reporting Length. The reporting length specifies how much space is allocated for this collection element's quality results values on reports, inquiries, and in the Enter Quality Results window.
Note: The reporting length does not determine the amount of space

9.

used to store quality results values in the quality data repository. Results values can be up to 150 characters in length.

10. If the Data Type is Number, enter the Decimal Precision.

If you define specification limits for this collection element, entering the decimal precision (refers to the number of places after the decimal point) here controls the decimal precision of the specification limit values that you can define.
11. Optionally select a UOM. See: Overview of Units of Measure, Oracle Inventory User's

Guide. Units of measure can be entered for any collection element, regardless of data type.
12. Optionally enter a Default Value for the collection element.

When you set a default value for the collection element (generally, the most

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commonly used value for the collection element), it is automatically entered when you enter quality results. You can overwrite this value. See: Default Value Assignment Rules, Oracle Quality User's Guide.
13. Optionally enter the SQL Validation Statement.

This statement is used for validation when you enter quality data. You can base a collection element's data validation on any table in the Oracle database. To do this, you can define a SQL validation statement that Quality uses for validation when you collect quality data. This SQL statement must be a SELECT statement in which you select two columns. For example, if you have entered machine numbers in the database table, you can cross-validate machine numbers entered as you collect quality results against the numbers. See: SQL*Plus User's Guide and Reference. For example, to validate machine numbers from a table called'machine_numbers' stored in the database, enter the following SQL validation statement:
SELECT machine_number, machine_description FROM machine_numbers WHERE NVL(disable_date, SYSDATE+1) > SYSDATE AND organization_id=:parameter.org_id ORDER BY custom_machine_number

Note: To constrain the SQL Statement to the current organization,

you can use the variable, ':parameter.org_id' for the current organization id. To constrain the SQL Statement to the current user's id, you can use the variable, ':parameter.user_id' for the current user's id.

If you define both a SQL validation statement and a list of collection element values, the list of values is used for validation; the SQL validation statement is ignored.

Related Topics
Overview of Collection Elements, Oracle Quality User's Guide Collection Element Types, Oracle Quality User's Guide Predefined Collection Elements, Oracle Quality User's Guide Collection Element Values, Oracle Quality User's Guide Defining Collection Element Actions, Oracle Quality User's Guide Defining Collection Element Alert Actions, Oracle Quality User's Guide

Setting Up 3-155

Viewing Collection Elements, Oracle Quality User's Guide

Creating eAM Quality Collection Plans


You create collection plans to identify the data that you want to collect, and what actions you want to take based on the quality results that you collect. You can use collection plans to model your test or inspection plans, and you can create an unlimited number of plans to support your enterprise-wide quality data collection and analysis needs. Collection plans are invoked manually for direct results entry, or automatically as you complete a Work Order. To collect quality data, you must set up a data collection structure called a collection plan. Collection plans are composed of collection elements, their values and specifications, and any actions that you want to initiate in response to quality results. There are some considerations that you must make before you set up collection plans. You first must create collection element types, then the individual collection elements that comprise the plan. You can attach illustrative or explanatory files to collection plans, in the form of text, images, word processing documents, spreadsheets, or video. Attachments are used to document instructions and corrective action procedures. They are viewed by operations personnel during quality data collection. See: Attachments for Collection Plans, Specifications, and Result Lines, Oracle Quality User's Guide and Viewing Attachments Associated with Quality Results, Oracle Quality User's Guide.

To review a collection plan:


1.

Navigate to the Collection Plans window.

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Collection Plans

Note: To assist you as you create collection plans, you can select the

Summary/Detail option from the View Menu, and run a query to view existing collection plans in summary format. See: Combination Blocks, Oracle Applications User's Guide.

2.

Select a valid Collection Plan. To create a new collection plan, See: Creating Collection Plans, Oracle Quality User's Guide. Choose Transactions. You can create collection plans that are specifically used to collect quality data during transactions performed in other applications (See: Collection Plans for Transactions, Oracle Quality User's Guide).

3.

Setting Up 3-157

Collection Transactions

4.

Select EAM Work Order Completion or Asset Query from the Transaction Description list of values. EAM Asset Query: enables quality results collection for an asset, independent from any transaction on the asset. EAM Operation Completions: enables quality results collection for a Work Order's operation pertaining to operation completion or during operation completion (See: Operation Completion, Oracle Enterprise Asset Management User's Guide). EAM Work Order Completions: enables quality results collection for a Work Order pertaining to Work Order completion or during Work Order completion (See: Work Order Completion, Oracle Enterprise Asset Management User's Guide). EAM Asset Check In Transaction: enables you to record quality information, describing the condition of the asset, during a Check In procedure (See: Asset Tracking, Oracle Enterprise Asset Management User's Guide). EAM Asset Check Out Transaction: enables you to record quality information, describing the condition of the asset, during a Check Out procedure (See: Asset Tracking, Oracle Enterprise Asset Management User's Guide.

5.

Optionally indicate whether this collection plan requires the entry of quality results at Work Order completion. If you select the Mandatory check box, you must save at least one quality data record before saving the Work Order completion transaction.

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Note: eAM supports Quality collection during operation

completion transactions, as well as Standalone Asset Query. Valid Transaction Description values are EAM Operation Completions and EAM Asset Query, respectively.

6.

Optionally select the Background check box. If you select this check box, you can collect quality results for context reference elements (See: Reference Information Collection Element Type, Oracle Quality User's Guide).
Note: The following Collection Elements are included with Oracle

Enterprise Asset Management; you do not need to define them: Asset Group, Asset Number, Activity, Maintenance Work Order, Maintenance Operation Sequence.

Without invoking the Enter Quality Results window, background data collection is initiated when you save the Work Order completion transaction. The system then finds, selects, and initiates the appropriate collection plan or plans. If collection triggers are defined for background data collection, data collection is initiated if all collection trigger conditions are satisfied (you define triggers for transactional data collection in the Collection Transactions window). Several collection plans can collect data in the background during the same transaction. When this is the case, the results for context elements on all of these collection plans are automatically saved when the parent transaction is saved.
7. 8.

Select the Enabled check box. Optionally select a Trigger Name. Valid trigger values are Activity, Asset Group, Asset Number, Asset Serial Number, and Maintenance Work Order. Triggers are restrictions that you define for this collection plan. In the above example, Work Orders for the JP1 asset require the entry of quality results for the collection plan.
Note: If a trigger is not defined, every Work Order requires quality

collection results; the collection plan is applicable to all assets.

9.

If you selected a Trigger Name, select a Condition.

10. Select a From value. For example, if you selected Asset Group as the Trigger Name,

Asset Groups are available. Optionally you can enter a To value to create a range condition. For example, if the trigger is Work Order, you might enter a range of Work Order numbers.

Setting Up 3-159

11. Save your work.

Related Topics
Adding Collection Plan Attachments, Oracle Enterprise Asset Management User's Guide Triggering a Work Request, Oracle Enterprise Asset Management User's Guide Collection Plans for Transactions, Oracle Quality User's Guide Overview of Collection Plans, Oracle Quality User's Guide Overview of Quality Self-Service, Oracle Quality User's Guide Collection Plan Types, Oracle Quality User's Guide Collection Plan and Import Results Database Views, Oracle Quality User's Guide Collection Elements in Collection Plans, Oracle Quality User's Guide Defining Collection Plan Element Values, Oracle Quality User's Guide Associating Specification Types with Collection Plans, Oracle Quality User's Guide Defining Collection Plan Element Actions, Oracle Quality User's Guide Updating and Deleting Collection Plans, Oracle Quality User's Guide Viewing Collection Plans, Oracle Quality User's Guide

Creating eAM Quality Collection Plans for a Supplier


eAM enables you to create Quality collection plans that are optionally mandatory for a supplier to enter crucial Quality data, via iSupplier Portal, before the supplier can complete an Outside Service Processing operation.

To create and eAM quality collection plan for a supplier:


1.

Navigate to the Collection Plans window.

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Collection Plans

Note: To assist you as you create collection plans, you can select the

Summary/Detail option from the View Menu, and run a query to view existing collection plans in summary format. See: Combination Blocks, Oracle Applications User's Guide.

2.

Select a valid Collection Plan. To create a new collection plan, See: Creating Collection Plans, Oracle Quality User's Guide. Choose Transactions. You can create collection plans that are specifically used to collect quality data during transactions performed in other applications (See: Collection Plans for Transactions, Oracle Quality User's Guide).

3.

Setting Up 3-161

Collection Transactions

4. 5.

Select EAM Operation Completions from the Transaction Description list of values. Optionally select the Mandatory check box to indicate that this collection plan requires the entry of quality results at Operation completion. If this check box is selected, the supplier must enter quality data before completing the Outside Services operation. Save your work.

6.

Related Topics
Creating eAM Quality Collection Plans, page 3-156 Adding Collection Plan Attachments, Oracle Enterprise Asset Management User's Guide Triggering a Work Request, Oracle Enterprise Asset Management User's Guide Overview of Collection Plans, Oracle Quality User's Guide Overview of Quality Self-Service, Oracle Quality User's Guide Collection Plan Types, Oracle Quality User's Guide Collection Plan and Import Results Database Views, Oracle Quality User's Guide Collection Elements in Collection Plans, Oracle Quality User's Guide Defining Collection Plan Element Values, Oracle Quality User's Guide Associating Specification Types with Collection Plans, Oracle Quality User's Guide Defining Collection Plan Element Actions, Oracle Quality User's Guide

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Updating and Deleting Collection Plans, Oracle Quality User's Guide Viewing Collection Plans, Oracle Quality User's Guide

Outside Processing Integration Setup


Contractor services are defined as work services provided by an organization or person who is not an employee of your company. Contractors are paid for their work based on an agreed upon contract or agreement. For example, a contractor service is a painting service. It is also important to associate the purchasing transactions, such as the requisition and purchase order, to the Work Order. In order for this to execute, you must complete the appropriate steps in Purchasing and Enterprise Asset Management. Outside Service Processing provides the functionality to create items that are contractor services, such as landscaping, include these items on a Work Order, and execute the related purchasing transactions as the Work Order is released. By creating a contract service as an Outside Service Processing item, the purchasing requisition is created when the Work Order is Released. The additional purchasing transaction, including the creation of the purchase order, the approval, and invoicing process, are then managed by Purchasing. This optional process ensures that the actual charges are applied to the Work Order. The supplier accesses the purchase order and maintenance Work Order via iSupplier Portal. Within iSupplier Portal, the supplier can view all open and closed outside service operations and their associated maintenance Work Orders. The supplier can enter mandatory collection plan results, before completing the outside operation (See: Oracle iSupplier Portal, Oracle iSupplier Portal User's Guide). The other option is to enable Standard Rate. This applies predetermined standard rates, for contractor services, to the Work Order. Outside Processing Setup tasks for Enterprise Asset Management include the following: Setting Up Outside Service Processing, page 3-163 Setting Up Direct Items, page 3-171

Setting Up Outside Service Processing


Purchasing recognizes items, while eAM recognizes resources. As a result, you must link the contractor service item to a resource, for the purchase order to link to the Work Order. This is associated via the Resources window. Additionally, the resource must associate with a department. The department must specify the location where the services are to deliver. This must be a valid location for the organization. For each contractor service resource, you can determine whether the rate charged to the Work Order is a standard rate or the actual amount, based on the purchase order price. This is set up within the Resources window, and may vary for each resource.

Setting Up 3-163

To set up purchasing information:


1. 2.

Navigate to the Financials Options window. Select the Supplier-Purchasing tab.


Financials Options

3.

The options you define in this region, except for Inventory organization, are used as default values for the Purchasing region of the Suppliers window (See: Suppliers, Oracle Payables User's Guide). The supplier values default to new supplier sites for the supplier, which default to new purchasing documents for the supplier site. Select Ship-To and Bill-To Locations. These are the names of the ship-to/bill-to location for the system default values. If the name you want is not available, use the Location window to select a new location (See: Setting Up Locations, Using Oracle HRMS - The Fundamentals). Select an Inventory Organization. You can associate each of your purchasing operating units with one inventory item master organization. Your eAM Organization (See: Enabling Organizations for Enterprise Asset Management, page 3-7) should point to this item master. When you associate your purchasing operating unit with an inventory organization, items you define in this organization become available in Purchasing. You can choose an inventory organization that uses the same set of books as your Purchasing operating unit. Do not change the inventory organization after you have already assigned on to Purchasing. Optionally select a Ship Via code. This is the freight carrier you use with suppliers. If the type of freight carrier you want is not available, use the Freight Carriers window to define a new shipping method. The value you enter here is the value in

4.

5.

6.

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the Description field of the Freight Carriers window in Purchasing.


7.

Select a FOB. If the type of FOB you want is not available, use the Oracle Purchasing Lookups window to define a new FOB. Select a Freight Terms code. The fright terms for a supplier identify whether you or your supplier pays for freight charges on goods you receive. You can define new freight terms in the Oracle Purchasing Lookups window. Save your work.

8.

9.

To set up outside services as items:


Create an item for each outside service, such as landscaping services.
1.

Navigate to the Master Item window.


Master Item

2. 3. 4. 5. 6.

Enter the item Name for the contractor service. For example, Landscape Service. Select Copy From within the Tools menu. Select @Outside Processing Item from the Template list of values. Choose Apply. Choose Done.

Setting Up 3-165

7.

Within the Purchasing tab, ensure that the Outside Processing Item check box is selected. Select the Resource Unit Type. Resource: Costs are based on the resource standard rate.

8.

9.

Select a Default Buyer.

10. Enter a List Price for this contractor service. 11. Select Each for the Unit of Issue. This is the unit of measure you use to issue the

item from inventory.


12. Within the Receiving tab, select Direct from the Receipt Routing list of values. 13. Save your work. 14. Select the Organization Assignment tab on the left side of the window, then assign

this item to the eAM organization.


15. Save your work.

To link outside service items to resources:


You must define outside resources and link them to outside items in order to automatically generate purchase requisitions for outside services. When you assign outside resources to a department, you also specify a usage rate or amount that determines the quantity you are requisitioning and/or charging to Work Orders.
1.

Navigate to the Resources window.

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Resources

2.

Select a unit of measure (UOM). This value is the default unit of measure for all transactions, for the current resource. Verify that the Enabled check box is enabled for outside processing. Enter the outside services Item that was entered in Inventory and associate it with the eAM resource. Select the Costed check box to include this outside resource in your Work Order cost. When you define a resource with a charge type of PO Receipt, Cost Management automatically defaults Outside Processing as the cost element. Enter an Absorption Account. You must define an absorption account for each outside resource. The absorption account defaults from the organization's receiving account, which is debited when an outside processing item is received and is subsequently credited when the item is delivered to eAM. The debit goes to the outside processing account associated with the accounting class of the Work Order when the item is delivered to eAM. Optionally enter a Variance Account. You must define a purchase price variance account for each outside resource you define. This account defaults from the organization's purchase price variance account.

3. 4.

5.

6.

7.

Setting Up 3-167

If you select the Standard Rate check box while performing the next step, the Variance Account is mandatory.
8.

Optionally select the Standard Rate check box to charge the standard, non-purchase order amount to the Work Order. Clear the Standard Rate check box to charge the Work Order with the actual purchase order amount.
1.

If you selected the Standard Rate check box, choose Rates to enter your standard rates.
Resource Costs

2.

Enter a Cost Type of Value. This is dependent on the costing method defined for your eAM organization. Enter a Resource Unit Cost. Save your work and close the window.

3. 4.

To link the outside service resource to a department:


1.

Navigate to the Departments window.

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Departments

2. 3.

Select the Department to associate with the outside service resource. Select a Cost Category for this department. If this is left blank, then the costs related to this department are charged, based on the eAM parameter settings (See: Defining eAM Parameters, page 3-9). Select a valid Location. This is mandatory. Choose Resources.

4. 5.

Setting Up 3-169

Resources

6. 7.

Select the outside service Resource. Optionally indicate whether this resource is Available 24 Hours a day. You cannot assign shifts to a resource that is available 24 hours a day. Optionally indicate whether this department can share this resource and capacity with other departments. Enter the number of capacity Units (resource units) available for this department.

8.

9.

10. Save your work.

For information on all remaining fields, See: Defining a Resource, Oracle Bills of Material User's Guide.

To define WIP parameters:


1.

Navigate to the Work in Process Parameters window.

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Work in Process Parameters

2. 3.

Select the Outside Processing tab. Select a value for Requisition Creation Time. At Job/Schedule Release - This enables automatic creation of a purchase order requisition, for contractor services, when the Work Order is Released. Manual - Choose Manual to manually create requisitions. With this selection, requisitions are not automatically created. At Operation - Oracle recommends that you do not select At Operation. Within eAM, At Operation is equivalent to selecting Manual.

4.

Save your work.

Related Topics
Supplier - Purchasing Financials Options, Oracle Payables User's Guide

Setting Up Direct Items


You can add Direct Items to a Maintenance Bill of Material (BOM) (See: Setting Up Maintenance Bills of Material, page 3-97). When the Maintenance BOM is associated with a Work Order, you can add more Direct Items to its material requirements list before it is released (See: Defining Inventory Material Requirements, Oracle Enterprise

Setting Up 3-171

Asset Management User's Guide). The system automatically creates Requisition/Purchase Orders (if the Auto Request Material check box is selected within the Maintenance BOM), for the associated Direct Items, when the Work Order is released for execution. The supplier can view the maintenance Work Order detail information within Work Order Details page, via iSupplier Portal.

To set up purchasing information:


1. 2.

Navigate to the Financials Options window. Select the Supplier-Purchasing tab.


Financials Options

The options you define in this region, except for Inventory organization, are used as default values for the Purchasing region of the Suppliers window (See: Suppliers, Oracle Payables User's Guide). The supplier values default to new supplier sites for the supplier, which default to new purchasing documents for the supplier site.
3.

Select Ship-To and Bill-To Locations. These are the names of the ship-to/bill-to location for the system default values. If the name you want is not available, use the Location window to select a new location (See: Setting Up Locations, Using Oracle HRMS - The Fundamentals). Select an Inventory Organization. You can associate each of your purchasing operating units with one inventory item master organization. Your eAM Organization (See: Enabling Organizations for Enterprise Asset Management, page 3-7) should point to this item master. When you associate your purchasing operating unit with an inventory organization, items you define in this organization become available in Purchasing. You can choose an inventory organization that uses the same set of books as your Purchasing operating unit. Do not change the

4.

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inventory organization after you have already assigned on to Purchasing.


5.

Optionally select a Ship Via code. This is the freight carrier you use with suppliers. If the type of freight carrier you want is not available, use the Freight Carriers window to define a new shipping method. The value you enter here is the value in the Description field of the Freight Carriers window in Purchasing. Select a FOB. If the type of FOB you want is not available, use the Oracle Purchasing Lookups window to define a new FOB. Select a Freight Terms code. The fright terms for a supplier identify whether you or your supplier pays for freight charges on goods you receive. You can define new freight terms in the Oracle Purchasing Lookups window. Save your work.

6.

7.

8.

Related Topics
Non-Stock Direct Item Setup, page 3-114 Setting Up Asset Bills of Material, page 3-77 Setting Up Maintenance Bills of Material, page 3-97 Defining Rebuildable Bills of Material, page 3-112 Supplier - Purchasing Financials Options, Oracle Payables User's Guide iSupplier Portal User's Guide

Cost Management Integration Setup


Costs are generated as maintenance work is executed and completed. These costs roll up through the Parent/Child hierarchies defined within Enterprise Asset Management, and can roll up to any level within an asset hierarchy. Labor, Material, and Equipment charges can further classify into several maintenance cost categories. All work is captured and retained by Enterprise Asset Management. You can reference work that has been completed to review operations, resources, and costs. This information can help you understand the scope of work and the process by which it is completed. This section includes the following topics: eAM Costing Methods and Mappings, page 3-174 Setting Up Cost Categories, page 3-175 Setting Up Purchase Order Category Associations for Direct Items, page 3-177

Setting Up 3-173

Setting Up eAM Cost Management, page 3-178 Setting Up Zero Cost Rebuild Item Issue, page 3-180

eAM Costing Methods and Mappings


eAM supports four perpetual costing methods: standard, average, FIFO, and LIFO. As a foundation, eAM uses the following five basic cost elements provided by Cost Management (See: Cost Elements, Oracle Cost Management User's Guide): Material Material Overhead Resource Resource Overhead Outside Processing

Asset management requires different cost classifications. eAM provides these cost classifications, while maintaining the integrity of the basic costing rules. The five cost elements above are translated into cost elements that are familiar to maintenance managers. eAM classifies work done on maintenance Work Orders into cost categories. By default, eAM has defined three cost categories: Contract, Operations, and Maintenance. You can define additional cost categories, if needed. Each cost category is further classified into three cost elements: Equipment, Labor, and Material. Material - Costs from material transactions. Labor - Costs from labor resource transactions. Equipment - Costs from equipment resource transactions.

Material charges are classified as Material cost elements. Resource charge of type person is classified as a Labor cost element. Resource charge of type machine is classified as Equipment cost element. All other resource types are classified by the default cost element in the eAM Parameters (See: Defining eAM Parameters, page 3-9). For each department, a maintenance cost classification is identified to reflect the above breakdown. The cost category for the Material cost element is the cost category of the department assigned to the routing of the operation. For the Labor cost element, it is the cost category of the resource's owning department. For the Equipment cost element, it is the cost category of the asset's owning department.
eAM Mappings

The three cost elements (Material, Labor, and Equipment) are mapped to the five basic

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cost elements (Material, Material Overhead, Resource, Resource Overhead, and Outside Processing) provided by Cost Management. The following diagram illustrates that the eAM Material cost classifications are mapped to Material, Material Overhead, and Outside Processing. Labor and Equipment cost classifications are mapped to Resource, Resource Overhead, and Outside Processing.
Cost Element Mappings

Setting Up Cost Categories


Cost Category codes are used as the default for departments that do not have a cost category defined. Department costs are then posted to the appropriate cost elements. Valid values are Maintenance, Operations, Contract, and any other values that you might have added within this extensible lookup table. See: Overview of eAM Cost Management, Oracle Enterprise Asset Management User's Guide. By default, eAM has defined three cost categories: Contract, Operations, and Maintenance. However, you can define additional cost categories, if needed. After you have added the cost categories, they are available in the Cost Category list of values, within the Enterprise Asset Management Parameters window (See: Defining eAM Parameters, page 3-9).

Setting Up 3-175

To define additional cost categories:


1.

Navigate to the Oracle Manufacturing Lookups window.


Cost Category Lookups

2. 3.

Select BOM_EAM_COST_CATEGORY from the Type list of values. Enter a numeric value in the Code field. Oracle recommends that you enter values in increments of 10, enabling you to easily add codes later.
Warning: Do not use alpha codes. Entering alpha codes causes

database errors in the application.

4. 5. 6. 7.

Enter the Meaning of the code, for example, High. Enter a Description for the code. Optionally enter a Tag to categorize lookup values. This field is informational. The Effective From Date defaults as the system date, but you can update this. Optionally enter a Effective To Date to indicate an expiration of the code. Select the Enabled check box to enable this code for Enterprise Asset Management. Save your work.

8. 9.

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Setting Up Purchase Order Category Associations for Direct Items


You can specify whether direct items are material, labor, or equipment charges on a Work Order, based on the user-specified Purchasing Category on the requisition or purchasing line. Purchasing Categories are associated with a maintenance cost element and its respective valuation account. If an association is not set up, direct items are charged as material on the Work Order. Direct Items may be Non-Stock or Description-based. Non-Stock Direct Items are defined within Oracle Inventory (See: Non-Stock Direct Item Setup, page 3-114), and the Purchasing Category for this type of Direct Item defaults from the Purchasing Category Set's Item Assignments. For projects, you can assign direct items to a Direct Item Expenditure Type, other than the one assigned at the Organization level. This is performed, based on the Direct Item Expenditure Type associated with the Purchasing Categories used on the requisition or purchasing line.

To set up associations for purchasing categories used for direct items:


1. 2.

Navigate to the Find Category Associations window. Choose New.


Category Associations

3.

Select a Purchasing Category. See: Defining Category Sets, Oracle Inventory User's Guide. Select a Maintenance Cost Element. Select a Valuation Account. If the Maintenance Cost Element is Material, you can choose the Material Valuation Account. If the Maintenance Cost Element is Labor or

4. 5.

Setting Up 3-177

Equipment, you can select either of the Resource or Outside Processing Valuation Accounts.
6. 7.

Select a Start Date. Optionally select an End Date. A Purchasing Category may have one existing association at a time. If you want to assign a different association for a category, select an End Date. Select a Direct Item Expenditure Type if your organization uses Oracle Projects. This is a required step. Save your work.

8.

9.

Related Topics
Defining Items, Oracle Inventory User's Guide Defining Categories, Oracle Inventory User's Guide Defining Category Sets, Oracle Inventory User's Guide

Setting Up eAM Cost Management


You can reference work that has been completed to review operations, resources, and costs. This information can help you understand the scope of work and the process by which it is completed. To capture costs for all work within eAM, some key setups must be in place: Define a default cost element. Define a default cost category.

First, define a default cost element (Material, Labor, or Equipment) when setting up the eAM Parameters. See: Defining eAM Parameters, page 3-9. This is used when no predefined mapping exists to the cost elements in eAM. For example, department overheads are not linked to a particular eAM cost element for cost analysis. Therefore, the default cost element carries the cost for analysis. Also, outside processing types of Currency, Amount, and Miscellaneous are not linked to a particular eAM cost element. When one of these types is used in outside processing, the costs are allocated to the default cost element (See: eAM Costing Methods and Mappings, page 3-174). Next, define a default cost category when setting up the eAM Parameters. This defaulted cost category is used if there is no cost category defined for the departments.

To define a default cost element and cost category:


1.

Navigate to the Enterprise Asset Management Parameters window.

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Enterprise Asset Management Parameters

2.

In the Cost Defaults region, select an eAM Cost Element to indicate how to capture cost overheads, and any miscellaneous resource costs. Valid values are Equipment, Labor, and Material. Select a Cost Category to use as the default for departments that do not have a cost category defined. Department costs are then posted to the appropriate cost classification.

3.

To define a cost category by department:


1.

Navigate to the Departments window.

Setting Up 3-179

Departments

2.

Select a Cost Category.


Note: It is not required to provide a cost category for a department

(crew). However, if you do not provide a cost category for a department (crew), costs for that crew are allocated to the defaulted cost category specified in the eAM parameters (See: Defining eAM Parameters, page 3-9). Each time costs for that element are charged to a Work Order, this default cost category is used for reporting and analysis.

Related Topics
Defining eAM Parameters, page 3-9 Defining Departments and Resources, page 3-14 eAM Cost Estimation, Oracle Enterprise Asset Management User's Guide Viewing Cost Information, Oracle Enterprise Asset Management User's Guide Transferring Invoice Variances, Oracle Enterprise Asset Management User's Guide

Setting Up Zero Cost Rebuild Item Issue


eAM Work Order costing supports both WIP Component Issues and the return of rebuildables from/to expense subinventories at their current or zero cost. You can issue rebuildable components from the Expense Subinventory to the maintenance Work Order at zero cost and/or return rebuildable components to the Expense Subinventory at zero cost. Enterprise Asset Management parameters determine organization level defaults for

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individual transactions. Set up Work Order default information to establish how rebuildables are valued in the current organization.

To set up zero cost rebuild item issue:


1.

Navigate to the Enterprise Asset Management Parameters window.


Enterprise Asset Management Parameters

2.

Within the Work Order Defaults region, select the Value Rebuildables at Zero Cost to indicate that rebuildable components charge at zero cost. Save your work.

3.

Related Topics
Defining eAM Parameters, page 3-9

Setting Up 3-181

Process and Discrete Manufacturing Integration Setup


Enterprise Asset Management integrates with Process and Discrete Manufacturing, enabling your maintenance environment to identify Enterprise Asset Management asset relationships with production equipment. This feature associates an asset or many assets to the production equipment located in a discrete or process manufacturing organization. After establishing, you can view the resource usage (maintenance Work Orders, batches, or FPOs) emanating from production, associated with a maintainable asset. In discrete manufacturing organizations, you can view maintenance equipment downtime requirements and their affect on capacity during production planning and scheduling. This section includes the following topics: Organization Setup, page 3-182 Associating Assets with Production Equipment, page 3-183

Organization Setup
In order for eAM to integrate with process or discrete manufacturing, determine which process or discrete manufacturing organization is associated with your eAM organization. Process Manufacturing organizations are never the same as eAM organizations; they are mutually exclusive. Although it is possible, Oracle does not recommend commingling eAM and discrete manufacturing organizations. They should have separate organization codes.

To associate a process or discrete manufacturing organization with an eAM organization:


1.

Navigate to the Organization Parameters window, and select a valid process enabled or discrete manufacturing organization from the Organization Code list of values.

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Organization Parameters

2.

Enter an EAM Organization to associate with the current Organization Code. This eAM organization is now linked to the organization code you selected above.

Related Topics
Organization Setup, page 3-5 Creating an Organization, Oracle Human Resources User's Guide

Associating Assets with Production Equipment


You can link an asset to production equipment defined within a process or discrete organization, as well as asset equipment defined within an eAM organization. This relationship is defined while defining or updating assets within eAM.

Setting Up 3-183

To associate an asset with production equipment:


1.

Navigate to the Define Asset Number window.


Define Asset Number

2. 3.

Select an Asset Number that you want to link to production equipment. In the Production tab, select a valid Production Organization. The list of values displays those process and discrete organizations that have the current eAM organization selected as their maintenance organization (See: Organization Setup, page 3-182).

4.

Select an Equipment Item. This is mandatory if you populated the Production Organization field. Items that were defined with an equipment template (See: Item Templates, Oracle Inventory User's Guide), or with the Equipment item attribute enabled (See: Physical Attributes, Oracle Inventory User's Guide), are available. Enter an Equipment Serial Number. This is mandatory if you populated the Production Organization field. This is the specific name of the component within the Equipment Type, defined above.

5.

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Related Topics
Defining Asset Numbers, page 3-65 Viewing Resource Usage, Oracle Enterprise Asset Management User's Guide

Project Manufacturing Integration Setup


Enterprise Asset Management supports a variety of ways to define work breakdown structures. The methods include, using third party project management systems (with on-line integration), project templates, Seiban number wizard, copy, and manual entry. Work breakdown structures are commonly needed for program management. To support financial project management an reporting, the combination of Oracle Projects and Oracle Project Manufacturing enables budgeting, project costing and tracking, project billing, project revenue recognition, project cash forecasting, and project cost collection, including multi-currency and tax regulations. To support project supply chain management and execution, Project Manufacturing provides functionality for project sales management, project advanced supply chain planning, project procurement, project execution, and project quality management. The following diagram illustrates the eAM Project Manufacturing process. First, a maintenance Work Order is linked to a project or task. If a requisition or purchase order is created for that Work Order, the commitments for the Work Order's associated project or task are updated. The Project Cost Collector process (See: Project Cost Collector, Oracle Cost Management User's Guide) then passes the costs to the Work Order's associated project WIP accounting class accounts, rather than the WIP accounting class associated with the eAM asset or eAM organization. Resources and Material charge against a Work Order. The Work Order is associated with a Project. The charges are transferred to the Project expenditures via the Cost Collector process.
eAM Project Manufacturing

This section includes the following topics: Project Definition, page 3-185

Project Definition
You can inquire on an existing, or copy a new project from a template or existing

Setting Up 3-185

project. To create a new project, See: Project Definition (Assigning Project Parameters), Oracle Project Manufacturing User's Guide. Associate this project number with a planning group, a cost group, and a default WIP accounting class.

To inquire on an existing project:


1.

Navigate to the Find Projects window.


Find Projects

2. 3. 4.

Select a project Number. Choose Find. Choose Open.

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Projects, Templates

5.

Optionally you can view detailed task information by choosing Detail (See: Viewing Project Details, Oracle Project Manufacturing User's Guide).

To assign project parameters:


1.

Navigate to the Project Parameters window.

Setting Up 3-187

Project Parameters

2. 3. 4.

Select a valid Project Number. Optionally select a Planning Group. Select a Cost Group. If the current organization has selected Average as its primary costing method in the Organization Parameters window, the Cost Group field is required. The list of values includes the Common Cost Group and the user defined cost groups. The list of user defined cost groups includes those cost groups with valid accounts and with Project selected in the Cost Group window (See: Project Cost Groups, Oracle Cost Management User's Guide). You must assign the project to its own Cost Group to keep weighted average costing at the project level. Associate a Maintenance type WIP Accounting Class to this Cost Group. See: Project Cost Groups, Oracle Cost Management User's Guide.

5.

Optionally assign a Maintenance WIP Accounting Class to the current project. You can select any Maintenance type WIP Accounting Class that is associated with the selected Cost Group. Optionally select the name of the Planning Group with which you want to associate your project. If you plan material requirements by a group of projects, rather than by each

6.

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individual project, you need to define a planning group and to assign all the projects to this planning group. If you plan material requirements by a single project, you do not need to associate the project with any planning group (See: Defining Planning Group Lookups, Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide).
7. 8.

Select the Other tab. Select Maintenance from the Direct Item Expenditure Type list of values. This expenditure type enables the Cost Collector process to pass costs for direct items to project maintenance work orders. This is a required step.

9.

Save your work.

Related Topics
Associating a Work Order with a Project, Oracle Enterprise Asset Management User's Guide Creating Purchase Orders from Requisitions, Oracle Enterprise Asset Management User's Guide Updating the Commitments for a Project, Oracle Enterprise Asset Management User's Guide Viewing Commitments, Oracle Enterprise Asset Management User's Guide Project Definition, Oracle Project Manufacturing User's Guide Assigning Project Parameters, Oracle Project Manufacturing User's Guide Project Cost Groups, Oracle Cost Management User's Guide Defining Project Cost Groups, Oracle Cost Management User's Guide WIP Accounting Classes, Oracle Work in Process User's Guide Project Manufacturing Parameters, Oracle Project Manufacturing User's Guide

Property Manager Integration Setup


The eAM and Property Manager integration enables eAM assets to correspond with locations defined in Property Manager. The information transferred from Property Manager are the three-level land or building hierarchies, and the associated Location Codes within Property Manager. eAM also provides user-defined Area codes, enabling you to logically sort assets by where they are physically located. However, Area codes in eAM do not equal locations in Property Manager. See: Setting Up Areas, page 3-13. This section includes the following topics:

Setting Up 3-189

Setting Up eAM Prerequisites, page 3-190 Executing the Export Process, page 3-190 Executing the Asset Number Interface, page 3-192

Setting Up eAM Prerequisites


The following must be defined within eAM before the Export Locations to Enterprise Asset Management concurrent request process can export locations into eAM: Asset Group (See: Defining Asset Groups, page 3-50) Organization (See: Organization Setup, page 3-5) Owning Department (See: Defining Departments and Resources, page 3-14)

Executing the Export Process


Locations from Property Manager are always exported as a hierarchy. The first time that you execute the process, the starting node of the hierarchy is specified as the top level of building or land hierarchies. Thereafter, any level within the building or land hierarchy is specified. After the process has executed, any changes within Property Manager's building or land hierarchies are automatically changed within eAM's corresponding asset hierarchies. The Export Locations to Enterprise Asset Management process executes from the Property Manager responsibility. This process can execute in both create and update modes.

To execute the Export Locations to Enterprise Asset Management process:


1.

Navigate to the Submit Request window.

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Submit Request

2. 3.

Select Export Locations to Enterprise Asset Management. Enter the following parameters: Batch Name: The Batch Name identifies each export process by name. Location Code Low: This code, defined in Property Manager, is the starting node of the building or land hierarchies. This code reflects the Enterprise Asset Management Asset, and is normally entered into one Enterprise Asset Management Asset Group per transfer. Location Code High: This code, defined in Property Manager, is the ending node of the building or land hierarchies. This code reflects the Enterprise Asset Management Asset, and is entered into one eAM Asset Group per transfer. Default Organization: Select the eAM enabled organization. This code is defined within eAM. See: Organization Setup, page 3-5. Default Asset Group Item: Select the Asset Group (defined within eAM). The eAM assets are created in this Asset Group. See: Defining Asset Groups, page 3-50. Owning Default Owning Department: This is the designated maintenance department to associate with the exported asset/location, within eAM. Maintainable: Select whether the asset/location is maintainable, within eAM.

4. 5.

Choose OK. Choose Submit.

Setting Up 3-191

Related Topics
Property Manager Integration, Oracle Enterprise Asset Management User's Guide Submitting a Request, Oracle Applications User's Guide

Executing the Asset Number Interface


Locations are set up in Property and are exported to Enterprise Asset Management (eAM) with a two-step process. This allows you the opportunity to modify data before it is exported to eAM. First, push the location records from Property Management to eAM (See: Executing the Export Process). After submission of the concurrent process, the Property Management Location information are entered into the EAM Asset Interface table and are accessed via the Pending Asset Number window within eAM. You can update all relevant information, including Asset Group, Asset Number, Owning Department, and WIP Accounting Class, for this information, before submitting the interface process.

To view pending asset numbers:


1.

Navigate to the Pending Asset Number window.


Pending Asset Number

2. 3.

Update the information, as necessary. Choose Submit to update your changes.

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Related Topics
Executing the Export Process, page 3-190

Service Integration Setup


Use Service Requests to report and request maintenance service for unplanned maintenance demand on internal assets and rebuildable items. Service Requests that are classified as type Maintenance are used to identify requests for eAM maintenance. For example, when an employee notices that a printer is broken, he/she can create a Service Request, even though a technician is scheduled to regularly check the printer monthly. You can create both Service and Work Requests for capital assets and rebuildables, simultaneously, within one eAM organization. If a valid asset or rebuildable serial number is entered on the Service Request, the respective serial number's owning department defaults (See: Defining Asset Numbers, page 3-65), and the Service Request is visible within the eAM Maintenance Workbench. The Owning Department can then approve the Service Request and create a Work Order, or reject the Service Request and notify the Service Request owner to cancel it. However, customers or employees who report problems are often not aware of the asset or rebuildable's serial number requiring maintenance. In this situation, a default department is used as the Owning Department. You may customize an eAM Workflow process to identify appropriate default owning departments and department approvers. Within Oracle Service, an agent can create a request for maintenance, provide a problem summary, and provide any additional information, such as an incident address or notes. A planner creates a Work Order and then releases it to execute. The planner can choose to create one or multiple Work Orders for a single Service Request. When a Work Order is complete, the Service Request owner updates the Service Request status to Closed. A support agent can view all Work Order information for each Work Order created for a Service Request. You can create eAM Work Orders for Service and/or Work Requests, or associate requests to existing Work Orders. You can customize a workflow process that creates notifications to eAM personnel that indicate Service Requests requiring work and approval.
Note: Oracle Service must be installed to utilize Service Request

functionality.

This section includes the following topics: Creating Maintenance Service Request Types, page 3-194 Enabling Service Requests for Assets and Rebuildables, page 3-194

Setting Up 3-193

Enabling eAM Specific Fields, page 3-195

Creating Maintenance Service Request Types


Within Oracle Service, create at least one Maintenance Service Request Type. You can define multiple Service Request Types, if necessary.

To create a Maintenance service request type:


1.

Navigate to the Service Request Type window.


Service Request Types

2. 3. 4. 5.

Enter the name of the Service Request Type. Select Customer Support, from the Business Process list of values. Optionally select effective dates for this request type. Select the Asset Maintenance check box to indicate that this Service Request Type is of type Maintenance (viewable in eAM). Maintenance Type Service Requests are viewable in eAM. Save your work.

6.

Enabling Service Requests for Assets and Rebuildables


To set up Service Request functionality for Asset and Rebuildable Serial Numbers, enable Asset Groups and Rebuildable Items for Service Requests, respectively.

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To enable Service Requests for asset groups and rebuildable items:


1.

Navigate to the Master Item window.


Master Item

2. 3. 4. 5.

Select an Asset Group or Rebuildable Item. Select the Service tab. Select Enabled, from the Service Request list of values. Save your work.

Enabling eAM Specific Fields


The Service Request window enables a customer support agent to view pertinent information for an entered Service Request, such as associated Work Orders and their statuses. It is necessary to have this important information visible at all times, within the Service Request window. You can customize which fields and records appear (See: Customizing the Presentation of Data in a Folder, Oracle Applications User's Guide). Utilize Oracle's folders functionality to ensure that key eAM-specific fields are visible for maintenance Service Requests. By default, eAM specific fields are hidden. This folders feature provides you a user-defined display of retrieved information, such as: Columns displayed

Setting Up 3-195

Width of columns displayed Sequence of columns Prompts associated with columns Sequence of records

You can prevent users from creating or modifying folders with profile option, FLEXVIEW: ALLOW_CUSTOMIZATION.

To display eAM-specific fields in the Service Request window:


1.

Navigate to the Service Request window.


Service Request

2. 3.

From the Folder menu, select an existing, or create a new, Folder definition. Save your work.

Related Topics
Customizing the Presentation of Data in a Folder, Oracle Applications User's Guide Oracle Applications 12 Workflow

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Oracle Time and Labor Integration Setup


Oracle Time and Labor (OTL) is the repository in which time is entered by employees working in a particular organization. Employees working on Oracle Enterprise Asset Management (eAM) work orders enter their time using OTL Self-Service. Information collected is stored in OTL Time Store, and is composed of a series of business rules and processes. eAM extracts information from the Time Store and charges eAM work orders for the time spent by employees that work on them. There are multiple steps within the integration flow. First, timecard information is entered for a specific Work Order, within Oracle Time Store (a piece of Oracle Time and Labor). That information is then extracted from Oracle Time Store to Oracle Enterprise Asset Management. This extraction dynamically creates a resource transaction within Oracle Enterprise Asset Management. Finally, the Cost Manager process is executed. This process charges the resource transaction. After this process executes, you can view the actual costs for the period that you charged, within the Work Order. The process is as follows:
OTL Process Flow

This section contains the following topics: Setting Up Overview, page 3-197

Setting Up Overview
There are two required setup procedures for this integration. The first is to establish employees needing to use this functionality as Persons within Oracle Human Resources (See: Oracle Human Resources User's Guide). After established, those Persons are assigned to respective Users, within Enterprise Asset Management. The second setup procedure consists of creating Preference Values, and then linking those values to eligibility criteria. This section contains the following topics: Defining Persons as Users, page 3-198

Setting Up 3-197

Creating Eligibility Criteria, page 3-199

Defining Persons as Users


Establish employees needing to use this functionality as Persons within Oracle Human Resources (See: Oracle Human Resources User's Guide). After established, those Persons must be assigned to respective Users, within Oracle Enterprise Asset Management (eAM).

To define Persons as Users within eAM:


1.

Navigate to the Users window.


Users

2. 3. 4. 5.

Enter a User Name. Select the Person that was created in Oracle Human Resources. Enter a Password. Within the Responsibilities tab, select the appropriate Responsibilities to assign to this User. The responsibilities, US OTL Administrator and Self Service Time and Expenses, are seeded but the Administrator needs to manually assign them to the Person/User.

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6.

Save your work. Repeat steps one through five for all appropriate Persons.

Creating Eligibility Criteria


You need to create Preference Values, and then link those values to eligibility criteria.
Note: Preferences are seeded, but the preferences must be assigned to

the user.

To create eligibility criteria:


1.

Navigate to the Preferences window.


Preferences

2. 3. 4. 5.

Select the Preference Tree node, then choose New. Enter the name of your tree. Select the Self-Service timecard, review and confirmation layout pages Preference. Within the OTL Preferences window, select EAM Timecard Layout from the Timecard Layout list of values.

Setting Up 3-199

OTL Preferences

6. 7. 8. 9.

Select EAM Review Layout from the Review Layout list of values. Select EAM Confirmation Layout from the Confirmation Layout list of values. Choose OK. Save your work. After saved, you have created a new node on the Preference Tree. Expand this new node, and select Eam Self-Service Timecard.

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Preferences

10. To create eligibility criteria for timecard entry, select the Eligibility Criteria tab. 11. Enter the Name of the rule. You can have one rule for everyone, or multiple rules to

create different eligibility criteria for different groups.


12. Select EAM Self-Service Timecard from the Name of Branch list of values. This

value was previously defined during steps one through nine.


13. Select Person, Organization, or All People from the Link by list of values. If you are

creating one rule for all users, select All People.


14. Enter a Precedence value. Valid values are all positive numbers. If you have

multiple rules, the rule with the highest precedence is displayed first, and so on. For example, an employee can view the time card with a rule precedence value of 95, versus the timecard with a rule precedence value of 94.
15. Save your work.

Related Topics
Time and Expenses, Oracle Enterprise Asset Management User's Guide

Setting Up 3-201

Work Order Billing Setup


While maintaining an asset or servicing a customer request, you can bill a third party customer for the work that they performed. The cost of the work performed is based on the material and resource requirements (Bill of Material) of the Work Order, or the cost of the Activity associated with the Work Order. This section includes the following topics: Setting Up Parameters, page 3-202 Setting Up Item Costs and Prices, page 3-202 Service Attribute Setup, page 3-208 Setting Up Billable Material, page 3-209 Setting Up a Billable Resource, page 3-210 Setting Up a Billable Activity, page 3-212

Setting Up Item Costs and Prices


The Billing Basis is either Cost Plus or Price List. The Billing Basis affects your item setup procedures. If you want the flexibility of using both billing basis types for an item, you need to set up both costs and prices for that item. An item is an Activity, Material, or Resource. This section includes the following topics: Setting up Costs for the Cost Plus Billing Basis, page 3-203 Setting up Prices for the Price List Billing Basis, page 3-206

Setting Up Parameters
You can optionally create the ability to change the billable material on a Work Order at the time a bill is created.

To enable the change of billable material functionality:


1.

Navigate to the Enterprise Asset Management Parameters window.

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Enterprise Asset Management Parameters

2.

Optionally select the Invoice Billable Items Only check box. If selected, you can change the billable material at the time the bill is created. If selected, this check box indicates that you want to invoice only billable items. Billable items are those that have a populated value within the Billing Type field, within the Service Tab, of the Master Item window. Billing Type is relevant only if you have this check box selected. Also, selecting this check box means that you can choose a different item to bill. See: Service Attribute Setup, page 3-208.

3.

Save your work.

Setting up Costs for the Cost Plus Billing Basis


The cost plus method utilizes costs associated with an item. The item should have a cost defined for it. First, you need to ensure that the appropriate item attributes are set up

Setting Up 3-203

correctly for the item.

To set up an item's attributes:


1.

Navigate to the Master Item window.


Master Item

2.

Optionally select the Costing Enabled check box to report, value, and account for any item costs. You need to select this check box if you are using the cost plus billing method. Optionally select the Inventory Asset Value check box. You need to select this check box if you are using the cost plus billing method. Save your work.

3.

4.

To set up costs for an item:


1.

Navigate to the Item Costs Summary window.

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Item Costs Summary

2.

Choose Costs.

Setting Up 3-205

Item Costs

3. 4.

Enter cost information for your item. Save your work.

Related Topics
Costing Attribute Group, Oracle Inventory User's Guide Defining Item Costs, Oracle Cost Management User's Guide

Setting up Prices for the Price List Billing Basis


The price list method uses a specified price list. The specified item should have at least one entry in the price list. First, you need to ensure that the appropriate item attributes are set up correctly for the item.

To set up an item's attributes:


1.

Navigate to the Master Item window.

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Master Item

2.

Optionally select the Customer Ordered check box in order to create a price within the price list. You need to select this check box if you are using the price list billing method. Save your work.

3.

To set up prices for an item:


1.

Navigate to the Advanced Pricing - Price Lists window.

Setting Up 3-207

Advanced Pricing - Price Lists

2.

Enter price information for your item. The same item can repeat multiple times in the price list, with varying values for Start Date, End Date, and Precedence. For example, it is invalid to have overlapping date ranges, if the Precedence is the same.

3.

Save your work.

Related Topics
Order Entry Attribute Group, Oracle Inventory User's Guide

Service Attribute Setup


Set the Billing Type for each item that you want billable. The Billing Type field within the Master Item window must be populated if you have selected the Invoice Billable Items Only check box, within the Enterprise Asset Management Parameters window. See: Setting Up Parameters, page 3-202.

To set up the Billing Type attribute:


1.

Navigate to the Master Item window.

3-208 Oracle Enterprise Asset Management Implementation Guide

Master Item

2. 3.

Select the Service tab. Optionally select a Billing Type of Expense, Labor, or Material. This field must be populated if you have selected the Invoice Billable Items Only check box, within the Enterprise Asset Management Parameters window. See: Setting Up Parameters, page 3-202. Save your work.

4.

Setting Up Billable Material


To create billable material, first set specific attributes within the Master Item window. Next, assign the resource item to your organization. Decide whether you are pricing this item using the Cost Plus or Price List method, or both, and perform the additional setup for those methods (See: Setting Up Item Costs and Prices, page 3-202). Finally, define costs and prices for your item.

To set up billable material:


1.

Navigate to the Master Item window.

Setting Up 3-209

Master Item

2. 3.

Select the Invoicing tab. Optionally select the Invoiceable Item check box to indicate that the current material item can invoice. You can select this attribute at the Master Organization level. Optionally select the Invoice Enabled check box to indicate that invoices are enabled for the current material item.
Note: For the current material item, you need to ensure the Billing

4.

Type is populated with Material, within the Service tab. See: Service Attribute Setup, page 3-208.

5. 6.

Assign the current item to your organization. Save your work.

Setting Up a Billable Resource


To create a billable resource, you need to first create a resource item by setting specific attributes within the Master Item window. Next, you need to assign the resource item to your organization. Decide whether you are pricing this item using the Cost Plus or Price List method, or both, and perform the additional setup for those methods (See: Setting

3-210 Oracle Enterprise Asset Management Implementation Guide

Up Item Costs and Prices, page 3-202). Next, you need to define a resource and associate the resource item to the resource. Finally, assign the resource to a department.

To set up a billable resource:


1.

Navigate to the Master Item window.


Master Item

2. 3.

Select the Invoicing tab. Optionally select the Invoiceable Item check box to indicate that the current resource item can invoice. You can select this attribute at the Master Organization level. Optionally select the Invoice Enabled check box to indicate that invoices are enabled for the current resource item.
Note: For the current resource item, you need to ensure the Billing

4.

Type is populated with Labor, within the Service tab. See: Service Attribute Setup, page 3-208.

5. 6. 7.

Assign the current item to your organization. Save your work and close the window. Navigate to the Resources window.

Setting Up 3-211

Resources

8. 9.

Enter the name of the Resource within the Resource field. Within the Billing region, select the resource item you created within the Master Item window to ensure that the resource is available for billing.
Note: Rates defined in the Resources window are not used for

billing. For billing rates for the resource item, See: Setting Up Item Costs and Prices, page 3-202.

10. Save your work. 11. Assign the current resource to a department. See: Defining Departments and

Resources, page 3-14.


12. Save your work.

Setting Up a Billable Activity


To create a billable Activity, first set specific attributes within the Master Item window. Next, decide whether you are pricing this item using the Cost Plus or Price List method,

3-212 Oracle Enterprise Asset Management Implementation Guide

or both, and perform the additional setup for those methods (See: Setting Up Item Costs and Prices, page 3-202). Finally, associate the Activity to the Asset Group/Asset Number that is used to create the Work Order.

To set up a billable activity:


1. 2. 3.

Navigate to the Master Item window. Select the Invoicing tab. Optionally select the Invoiceable Item check box to indicate that the current Activity item can invoice. You can select this attribute at the Master Organization level. Optionally select the Invoice Enabled check box to indicate that invoices are enabled for the current Activity item. Assign the current item to your organization. Save your work.

4.

5. 6.

Related Topics
Initiating Billing, Oracle Enterprise Asset Management User's Guide

Setting Up 3-213

4
eAM Profile Options
This chapter covers the following topics: Profile Option Summary Profile Option Details Profile Options in Other Applications Profile Option Details

Profile Option Summary


The table below indicates if you can view or update the profile option and which System Administrator levels the profile options can be updated: Site, Application, Responsibility, and User. Use the Personal Profile Options window to view or set your profile options at the user level. View the Oracle Applications System Administrator's Guide for a list of profile options common to all Oracle applications. A Required profile option requires a value. An Optional profile option provides a default value; provide a value only if you want to change this value.
Profile Option Summary Profile Option User System Admin: USER EAM: Asset Descripti on View Update View Update System Admin: RESP View Update System Admin: APP View Update System Admin: SITE View Update N No Required ? Default

eAM Profile Options 4-1

Profile Option

User

System Admin: USER

System Admin: RESP View Update

System Admin: APP View Update

System Admin: SITE View Update

Required ?

Default

EAM: Debug PM Schedulin g EAM: PM Debug File (includin g complete file path)

View Update

View Update

Yes

View Update

View Update

View Update

View Update

View Update

<Path determin ed during Rapid Install Setups>/e ampmen g.log -

EAM: Activity API Debug File Directory EAM: Activity API Debug File Name EAM: Activity API Debug Option EAM: Debug Profile Option

View Update

View Update

View Update

View Update

View Update

View Update

View Update

View Update

View Update

View Update

EAM_AB O_debug. log

View Update

View Update

View Update

View Update

View Update

No

View Update

View Update

View Update

View Update

View Update

4-2 Oracle Enterprise Asset Management Implementation Guide

Profile Option

User

System Admin: USER

System Admin: RESP View Update

System Admin: APP View Update

System Admin: SITE View Update

Required ?

Default

EAM: Object Instantiat ion API Log File Directory EAM: Object Instantiat ion API Log File Name EAM: Object Instantiat ion API Log Option EAM: Maintena nce Supervis or EAM: Maintena nce Work Request Options

View Update

View Update

View Update

View Update

View Update

View Update

View Update

EAM_M OI.log

View Update

View Update

View Update

View Update

View Update

No

View Update

View Update

View Update

View Update

View Update

No

View

View

View Update

View

View

Profile Option Details


eAM's profile options are listed below:

EAM: Activity API Debug File Directory


The Activity API is called in eAM when a new Activity is created from either a Work Order or Activity. This profile option indicates the debug file directory that the debug

eAM Profile Options 4-3

log will reside, if debugging is enabled for the Activity API. For example, If the profile option, EAM: Activity API Debug Option, is set to Yes, the log of the activity process is saved in the directory determined by the path designated in the current profile option. This profile option is visible and changeable at the User level; it is visible and changeable at System Administrator's User, Responsibility, Application, and Site levels.

EAM: Activity API Debug File Name


The Activity API is called in eAM when a new Activity is created from either a Work Order or Activity. This profile option indicates the debug file name that resides in the debug file directory, if debugging is enabled for the Activity API. For example, If the profile option, EAM: Activity API Debug Option, is set to Yes, the log of the activity process is saved in the directory determined by the path designated by the EAM: Activity API Debug File Directory profile option. The name of the file that includes the activity process log is determined by the current profile option. This profile option is visible and changeable at the User level; it is visible and changeable at System Administrator's User, Responsibility, Application, and Site levels.

EAM: Activity API Debug Option


The Activity API is called in eAM when a new Activity is created from either a Work Order or Activity. This profile option indicates whether debugging is enabled for the Activity API. This profile option is visible and changeable at the User level; it is visible and changeable at System Administrator's User, Responsibility, Application, and Site levels.

EAM: Asset Description


Use this profile option to determine whether you want the asset hierarchy view to display the asset's description, and the length of its description. By default, the description does not appear.

EAM: Debug PM Scheduling


This profile option indicates whether debug mode is enabled for Preventive Maintenance Scheduling processes. The profile option is visible and changeable at the User level; it is visible and changeable at System Administrator's User, Responsibility, Application, and Site levels. The debug mode enables a tracing feature and causes additional messages to be printed to a log file. The default value is Yes. The internal name of the profile option is EAM_DEBUG_PM_SCHED. Available values are as follows: Yes - System is operating in debug mode No - System is operating in normal mode Blank (no value) - Equivalent to No

4-4 Oracle Enterprise Asset Management Implementation Guide

EAM: Debug Profile Option


This profile option is used by multiple eAM processes. If this profile is enabled, the log of these processes is collected. These processes include the following: Asset Number Import Program - the log is visible in the Concurrent Program log Asset Downtime Process - the log is visible in the Concurrent Program log Asset Genealogy Import Process - the log is visible in the Concurrent Program log Work Order Business Object API

This profile option is visible and updateable at the User level; it is visible and updateable at System Administrator's User, Responsibility, Application, and Site levels.

EAM: Include Non-Nettable Quantity


If this profile is set to NO, Material Requirements within the Material Requirements, Operations, Work Orders, and the Maintenance Workbench windows display on-hand quantity as the quantity available in Nettable Subinventories. If this profile is set to YES, Material Requirements within these windows display the on-hand quantity as the quantity available in all Subinventories (Nettable and Non-nettable). Within the Maintenance Super User responsibility's Work Orders tab, the Material Requirements page displays he on-hand quantity as the quantity available in Nettable Subinventories if this profile is set to NO. The Material Requirements page displays on-hand quantity as the quantity available in all Subinventories (Nettable and Non-nettable), if the profile is set to YES.

EAM: Maintenance Supervisor


Set this profile option to indicate if the self service Maintenance Supervisor Workbench is enabled. Yes: The Maintenance Supervisor Workbench is enabled. No: The Maintenance Supervisor Workbench is not enabled.

EAM: Maintenance Work Request Options


This profile options controls the view and update of a Work Request. It determines whether you can see only your own work requests or also others' work requests.

EAM: Object Instantiation API Log File Directory


The Object Instantiation API is called when a new asset number is created via the Asset Number window or if the Instantiate button is chosen within the Rebuildable Serial Number window. This profile option indicates the debug file directory that the debug

eAM Profile Options 4-5

log will reside, if debugging is enabled for the Object Instantiation API. For example, If the profile option, EAM: Object Instantiation API Log Option, is set to Yes, the log of the activity process is saved in the directory determined by the path designated in the current profile option. This profile option is visible and changeable at the User level; it is visible and changeable at System Administrator's User, Responsibility, Application, and Site levels.

EAM: Object Instantiation API Log File Name


The Object Instantiation API is called when a new asset number is created via the Asset Number window or if the Instantiate button is chosen within the Rebuildable Serial Number window. This profile option indicates the debug file name that resides in the debug file directory, if debugging is enabled for the Object Instantiation API. For example, If the profile option, EAM: Object Instantiation API Log Option, is set to Yes, the log of the activity process is saved in the directory determined by the path designated by the EAM: Object Instantiation API Log File Directory profile option. The name of the file that includes the activity process log is determined by the current profile option. This profile option is visible and changeable at the User level; it is visible and changeable at System Administrator's User, Responsibility, Application, and Site levels.

EAM: Object Instantiation API Log Option


The Object Instantiation API is called when a new asset number is created via the Asset Number window or if the Instantiate button is chosen within the Rebuildable Serial Number window. This profile option indicates whether debugging is enabled for the Activity API. This profile option is visible and changeable at the User level; it is visible and changeable at System Administrator's User, Responsibility, Application, and Site levels.

EAM: PM Debug File (including complete file path)


This profile option indicates the directory location where debug files will be created if debug mode is enabled. The profile option is visible and changeable at the User level; it is visible and changeable at System Administrator's User, Responsibility, Application, and Site levels. The internal name of the profile option is EAM_DEBUG_FILE. The default value is a file path inserted by the auto-configuration utility, executed during the installation of the application, and appended by the file name, viz.eampmeng.log.

Profile Options in Other Applications


Profiles that help the eAM integration with other Oracle Applications are listed below. If you are implementing other Oracle Applications, you will need to set up additional profile options as appropriate. Please refer to the applications' respective user's guides or implementation manuals for more details.

4-6 Oracle Enterprise Asset Management Implementation Guide

Profile Options Summary in Other Applications Profile Option User System Admin: USER INV: Default Primary Unit of Measure INV: Item Default Status PO: Enable Direct Delivery To Shop Floor View Update View Update System Admin: RESP View Update System Admin: APP View Update System Admin: SITE View Update Y Required? Defaul t

View Update

View Update

View Update

View Update

View Update

View Update

View Update

View Update

View Update

View Update

Profile Option Details


Relevant Profile Options in other applications are listed below:

INV: Default Primary Unit of Measure


You can specify any user-defined or seeded value for this profile.

INV: Item Default Status


You can specify any user-defined or seeded value for this profile.

PO: Enable Direct Delivery To Shop Floor


This profile option is a prerequisite for an eAM User to create Purchase Requisitions for Direct Items via Oracle Purchasing and iProcurement. This profile option must be set to Yes if you need to create Purchase Requisitions using Oracle Purchasing and iProcurement applications.

eAM Profile Options 4-7

Related Topics
Personal Profile Values Window, Oracle Applications User's Guide Overview of Setting User Profiles, Oracle Applications System Administrator's Guide Common User Profile Options, Oracle Applications User's Guide

4-8 Oracle Enterprise Asset Management Implementation Guide

5
eAM Open Interfaces and APIs
This chapter covers the following topics: eAM Open Interfaces and APIs eAM Item Open Interface eAM Asset Number Open Interface eAM Asset Genealogy Open Interface eAM Meter Reading Open Interface Asset Number API Asset Attribute Values API Asset Attribute Groups API Asset Routes API Asset Areas API Department Approvers API EAM Parameters API EAM Meters API EAM Meter Association API Meter Reading API EAM PM Schedules API (includes PM Rules as children records) Activity Creation API EAM Activity Association API EAM Activity Suppression API EAM Set Name API Maintenance Object Instantiation API Work Order Business Object API

eAM Open Interfaces and APIs 5-1

Work Request API

eAM Open Interfaces and APIs


Oracle Enterprise Asset Management provides several open interfaces and APIs, enabling you to link with non-Oracle applications, applications you build, and applications on other computers. This section includes the following topics: eAM Item Open Interface, page 5-3 eAM Asset Number Open Interface, page 5-9 eAM Asset Genealogy Open Interface, page 5-18 eAM Meter Reading Open Interface, page 5-20 Asset Number API, page 5-24 Asset Attribute Values API, page 5-30 Asset Attribute Groups API, page 5-37 Asset Routes API, page 5-40 Asset Areas API, page 5-46 Department Approvers API, page 5-49 EAM Parameters API, page 5-51 EAM Meters API, page 5-57 EAM Meter Association API, page 5-63 Meter Reading API, page 5-65 EAM PM Schedules API (includes PM Rules as children records), page 5-69 Activity Creation API, page 5-77 EAM Activity Association API, page 5-93 EAM Activity Suppression API, page 5-101 EAM Set Name API, page 5-105

5-2 Oracle Enterprise Asset Management Implementation Guide

Maintenance Object Instantiation API, page 5-110 Work Order Business Object API, page 5-112 Work Request API, page 5-139

eAM Item Open Interface


The eAM Item Open Interface enables you to import Asset Groups, Activities, and Rebuildable Items into the eAM application, using a batch process. Create them as new items or update existing items (Asset Groups, Activities, or Rebuildable Items). The Item Open Interface validates your data, ensuring that your imported items contain the same item detail as items you enter manually within the Master Item window. You can import item category assignments. You can item category assignments simultaneously with an importing items process, or as a separate task. When importing items through the Item Open Interface, new items are created in your item master organization, existing items are updated, or existing items are assigned to additional organizations. You can specify values for all item attributes, or you can specify just a few attributes and let the remainder default or remain null. The Item Open Interface enables import revision details, including past and future revisions and effectivity dates. Validation of imported items is performed using the same rules as the item definition windows to ensure valid items. See: Overview of Engineering Prototype Environment, Oracle Engineering User's Guide and Defining Items, Oracle Inventory User's Guide. The Item Open Interface reads data from three tables for importing items and item details. Use the MTL_SYSTEM_ITEMS_INTERFACE table for new item numbers and all item attributes. This is the main item interface table and may be the only table you choose to use. When importing revision details for new items, use the MTL_ITEM_REVISIONS_INTERFACE table. This table is used for revision information and is not required. When importing item category assignments, use the MTL_ITEM_CATEGORIES_INTERFACE table to store data about item assignments to category sets and categories to import into the Oracle Inventory MTL_ITEM_CATEGORIES table. A fourth table, MTL_INTERFACE_ERRORS, is used for error tracking of all items that the Item Interface fails. Before using the Item Open Interface, write and execute a custom program that extracts item information from your source system and inserts the records into the MTL_SYSTEM_ITEMS_INTERFACE and (if revision detail is included) MTL_ITEMS_REVISIONS_INTERFACE, and MTL_ITEM_CATEGORIES_INTERFACE tables. After loading item, revision, and item category assignment records into these interface tables, execute the Item Open Interface to import the data. The Item Open Interface assigns defaults, validates included data, and then imports the new items.
Note: Import items into a master organization before importing items

eAM Open Interfaces and APIs 5-3

into additional organizations. Specify only your master organization on a first pass execution. After this completes, you can execute the Item Open Interface again, this time specifying an additional or all organizations.

Setting up the item open interface:


1.

Create Indexes for Performance. Create the following indexes to improve the Item Open Interface performance. First, determine which segments are enabled for the System Items flexfield. Next, for example, if you have a two-segment flexfield, with SEGMENT8 and SEGMENT12 enabled:
SQL> create unique index MTL_SYSTEM_ITEMS_B_UC1 on MTL_SYSTEM_ITEMS_B (ORGANIZATION_ID, SEGMENT8, SEGMENT12);SQL> create unique index MTL_SYSTEM_ITEMS_INTERFACE_UC1 on mtl_system_items_interface (organization_id, segment8, segment12);

If you plan to populate the ITEM_NUMBER column in mtl_system_items_interface instead of the item segment columns, do not create the MTL_SYSTEM_ITEMS_INTERFACE_UC1 unique index. Instead, create MTL_SYSTEM_ITEMS_INTERFACE_NC1 non-unique index on the same columns. Create the following indexes for optimum performance:
MTL_SYSTEM_ITEMS_B

Non-Unique Index on organization_id, segmentn You need at least one indexed, mandatory segment.

MTL_SYSTEM_ITEMS_INTERFACE

Non Unique Index on inventory_item_id, organization_id Non Unique Index on Item _number Unique Index on Transaction_id
Note: Recreate this Index as Non Unique, if you are populating

organization_code instead of organization_id; it includes the previously enabled segment(s) for the System Item Key Flexfield. Use the created default index if you are using segment1.

MTL_ITEM_REVISIONS_INTERFACE

Non Unique Index on set_process_id Non Unique Index on Transaction_id

5-4 Oracle Enterprise Asset Management Implementation Guide

Non Unique Index on Organization_id, Inventory_item_id, Revision

MTL_ITEM_CATEGORIES_INTERFACE

Non Unique Index on inventory_item_id, category_id Non Unique Index on set_process_id


Tip: Populate _id fields whenever possible. Populating

inventory_item_id instead of segment (n) for Update Mode improves performance. Populating organization_id, instead of organization_code for both Create and Update modes, reduces processing time.

2.

Start the Concurrent Manager. Because the Item Open Interface process is launched and managed via the concurrent manager, ensure that the concurrent manager is executing before importing any items.

3.

Set Profile Option Defaults. Some columns use profile options as default values. Set these profiles, if you want them to default. See: Inventory Profile Options, Oracle Inventory User's Guide and Overview of Inventory Setup, Oracle Inventory User's Guide.

Execution Steps:
1.

Populate the interface tables. The item interface table MTL_SYSTEM_ITEMS_INTERFACE contains every column in the Oracle Inventory item master table, MTL_SYSTEM_ITEMS. The columns in the item interface correspond directly to those in the item master table. Except for ITEM_NUMBER or SEGMENTn columns, ORGANIZATION_CODE or ORGANIZATION_ID, DESCRIPTION, PROCESS_FLAG, and TRANSACTION_TYPE, all of these columns are optional, either because they have defaults that can derive, or because the corresponding attributes are optional and may be null. You may put in details about other interface tables not used by the Item Open Interface. Currently, the interface does not support the MTL_CROSS_REFERENCE_INTERFACE or MTL_SECONDARY_LOCS_INTERFACE. The MTL_ITEM_CATEGORIES_INTERFACE is used by the Item Open Interface for both internal processing of default category assignments, and to retrieve data populated by the user to be imported into the Oracle Inventory

eAM Open Interfaces and APIs 5-5

MTL_ITEM_CATEGORIES table.
Column Names (partial list of columns) PROCESS_FLAG Instruction Enter 1 for pending data to be imported. After running the import process, the PROCESS_FLAG of the corresponding rows will be set to different values, indicating the results of the import (1 = Pending, 2 = Assign complete, 3 = Assign/validation failed, 4 = Validation succeeded; import failed, 5 = Import in process, 6 = Import succeeded) TRANSACTION_TYPE Enter CREATE to create a new item, or UPDATE to update existing items. Enter an arbitrary number. Rows designated with the same value for SET_PROCESS_ID will process together. Enter the organization that the new item will import into. Corresponds to the item name (for example, the name of the Asset Group, Asset Activity, or Rebuildable Item) Enter the description of the item. Enter 1 for Asset Group, 2 for Asset Activity, or 3 for Rebuildable Item. Enter Y for eAM items. Enter N for eAM items.

SET_PROCESS_ID

ORGANIZATION_CODE

SEGMENT1~20

DESCRIPTION EAM_ITEM_TYPE

INVENTORY_ITEM_FLAG MTL_TRANSACTIONS_ENABLED_FLA G EFFECTIVITY_CONTROL

Enter 2 for Unit Effectivity Control for eAM Asset Groups. Enter 2 (Predefined) for Asset Groups; this should be NULL for Asset Activities.

SERIAL_NUMBER_CONTROL_CODE

5-6 Oracle Enterprise Asset Management Implementation Guide

Column Names (partial list of columns) AUTO_SERIAL_ALPHA_PREFIX START_AUTO_SERIAL_NUMBER

Instruction Serial Number Prefix Start Serial Number

Note: For information about columns not discussed, see Table and

View Definitions, Oracle Inventory Technical Reference Manual.

2.

Launch the Item Import process.


1.

Navigate to the Import Items window. Choose an organization, if you have not specified one already. Import items into the master organization before importing them to additional children organization.

2.

Enter parameters:
Parameter All Organizations Description Select Yes to run the interface for all organization codes within the item interface table. Select No to run the interface for only interface rows within the current organization. Validate Items Select Yes to validate all items, and their information residing in the interface table, that have not yet been validated. If items are not validated, they will not be imported into eAM. Select No to not validate items within the interface table. Use this option if you have previously run the Item Open interface and responded Yes in the Validate Items parameter, and No in the Process Items parameter, and now need to process your items.

eAM Open Interfaces and APIs 5-7

Parameter Process Items

Description Select Yes to import all qualifying items in the interface table into eAM. Select No to not import items into eAM. Use this option, along with Yes in the Delete Processed Rows parameter, to remove successfully processed rows from the interface table, without performing any other processing. You can also use this option, with Yes in the Validate Items parameter, to validate items without any processing.

Delete Processed Rows

Select Yes to delete successfully processed rows from the item interface tables. Select No to leave all rows in the item interface tables.

Process Set

Enter a set id number for the set of rows in the interface table to process. The interface process will process rows having that id in the SET_PROCESS_ID column. If you leave this parameter blank, all rows are picked up for processing, regardless of the SET_PROCESS_ID column value. Select 1 to create new items. Select 2 to update existing items. You can create or update items via separate executions of the Import Items process.

Create or Update Items

3. 4.

Choose OK. Choose Submit to launch the Import Asset Number process. You can view its progress by choosing View from the tool bar, and then selecting Requests.

Related Topics
Oracle Manufacturing APIs and Open Interfaces Manual, Release 11i Defining Asset Groups, Oracle Enterprise Asset Management User's Guide

5-8 Oracle Enterprise Asset Management Implementation Guide

Defining Activities, Oracle Enterprise Asset Management User's Guide Defining Rebuildable Items, Oracle Enterprise Asset Management User's Guide

eAM Asset Number Open Interface


The eAM Asset Number Open Interface enables you to import Asset Numbers into eAM, using a batch process. Optionally import Asset Number attributes. You can create new Asset Numbers and attributes, or update existing Asset Numbers and attributes.

Execution Steps:
1.

Populate the interface tables with the import information. The two item interface tables to populate are MTL_EAM_ASSET_NUM_INTERFACE (MEANI), and the MTL_EAM_ATTR_VAL_INTERFACE (MEAVI). The MTL_EAM_ASSET_NUM_INTERFACE table stores relevant Asset Number information. If the asset's attributes are also imported, that information is stored in the MTL_EAM_ATTR_VAL_INTERFACE.
Column Name (partial list of columns) BATCH_ID Instruction Enter an arbitrary number. Rows designated with the same BATCH_ID will process together. Enter a P for pending. This value will change to S if the import is successful, or E if the row contains an error. Enter 0 to create new rows (asset numbers), or 1 to update existing rows. Enter 0 to import both Asset Numbers and Attributes, 1 to import Asset Numbers only, or 2 to import Attributes only. Enter the Asset Group to associate with the imported Asset Number(s). Enter the name of the Asset Number. Enter the current organization.

PROCESS_FLAG

IMPORT_MODE

IMPORT_SCOPE

INVENTORY_ITEM_ID

SERIAL_NUMBER ORGANIZATION_CODE

eAM Open Interfaces and APIs 5-9

Column Name (partial list of columns) OWNING_DEPARTMENT_CODE

Instruction Enter the Owning Department of the asset number(s). This column will update by the Import process if an error occurs. This column will update by the Import process if an error occurs. This is used with the identically named column in the MEAVI table, to relate the Attributes associated with an Asset Number.

ERROR_CODE

ERROR_MESSAGE

INTERFACE_HEADER_ID

Column Name (partial list of columns) PROCESS_STATUS

Instruction Enter P (Pending). This value will change to S if the import is successful, or E if the row contains an error. Foreign key of the identically named column in the MEANI table to relate to the Asset Number an Attribute is associated with. A unique key Corresponds with the Attribute Name Corresponds with the Attribute Group Enter 1 if the Attribute is of type VARCHAR2, 2 if it is of type NUMBER, or 3 if it is of type DATE. Value of the Attribute; used with LINE_TYPE = 1 Value of the Attribute; used with LINE_TYPE = 2

INTERFACE_HEADER_ID

INTERFACE_LINE_ID END_USER_COLUMN_NAME ATTRIBUTE_CATEGORY LINE_TYPE

ATTRIBUTE_VARCHAR2_VALUE

ATTRIBUTE_NUMBER_VALUE

5-10 Oracle Enterprise Asset Management Implementation Guide

Column Name (partial list of columns) ATTRIBUTE_DATE_VALUE

Instruction Value of the Attribute; used with LINE_TYPE = 3 This column will update by the Import process if an error occurs. This column will update by the Import process if an error occurs.

ERROR_NUMBER

ERROR_MESSAGE

Note: For information about columns not discussed, see Table and

View Definitions, Oracle Enterprise Asset Management Technical Reference Manual.

2.

Launch the Asset Number Import process to import interface information into the MTL_SERIAL_NUMBERS production table.
1.

Navigate to the Asset Number Import window. Choose an organization if you have not specified one already. Import Asset Numbers into the master organization before importing them into additional children organizations.

2.

Enter parameters:
Parameter Batch ID Description This is the same value that is populated in the BATCH_ID column within the MEANI table. Select Yes to delete rows in the interface tables after they have successfully imported into the production tables. Select No to keep all rows in the interface tables after they have successfully imported into the production tables. Any failed rows with error messages will not delete.

Purge Option

eAM Open Interfaces and APIs 5-11

3. 4.

Choose OK. Choose Submit to launch the Asset Number Import process. You can view its progress by choosing View from the tool bar, and then selecting Requests.

Create and Update Asset Number API:


The MTL_EAM_ASSET_NUMBER_PUB public API is used to create and update Asset Numbers in the MTL_SERIAL_NUMBERS table, and is called from the Asset Number Open Interface process.
Column Name P_API_VERSIO N P_INIT_MSG_LI ST P_COMMIT Type Number Required Yes Optional Default -

Varchar2

Yes

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

Varchar2

Yes

P_VALIDATIO N_LEVEL

Number

Yes

P_INVENTORY _ITEM_ID P_SERIAL_NU MBER P_INITIALIZAT ION_DATE P_DESCRIPTIVE _TEXT P_CURRENT_O RGANIZATION _ID P_ATTRIBUTE CATEGORY

Number

Varchar2(30)

Date

Varchar2(240)

Number

Varchar2(30)

5-12 Oracle Enterprise Asset Management Implementation Guide

Column Name P_ATTRIBUTE1 ~15 P_GEN_OBJECT _ID P_CATEGORY_I D P_WIP_ACCOU NTING_CLASS_ CODE P_MAINTAINA BLE_FLAG P_OWNING_DE PARTMENT_ID P_DEPENDENT _ASSET_FLAG P_NETWORK_A SSET_FLAG P_FA_ASSET_ID P_PN_LOCATIO N_ID P_EAM_LOCAT ION_ID P_ASSET_STAT US_CODE P_ASSET_CRITI CALITY_CODE P_LAST_UPDA TE_DATE

Type Varchar2(150)

Required -

Optional -

Default -

Number

Number

Varchar2(10)

Varchar2(1)

Number

Varchar2(1)

Varchar2(1)

Number Number

Number

Varchar2(30)

Varchar2(30)

Date

Yes

eAM Open Interfaces and APIs 5-13

Column Name P_LAST_UPDA TED_BY P_CREATION_ DATE P_CREATED_BY P_LAST_UPDA TE_LOGIN P_REQUEST_ID P_PROGRAM_A PPLICATION_I D P_PROGRAM_I D P_PROGRAM_U PDATE_DATE

Type Number

Required Yes

Optional -

Default -

Date

Yes

Number Number

Yes Yes

Number Number

Yes Yes

Number

Yes

Date

Yes

Create and Update Extensible Asset Attribute Values API:


The MTL_EAM_ASSET_ATTR_VALUES_PUB public API is used to create and update asset extensible attribute values, and is called from the Asset Extensible Attributes Open Interface process. This interface process is used when the IMPORT_SCOPE column is set to 0 or 2 within the MTL_EAM_ASSET_NUM_INTERFACE table.
Column Name P_API_VERSIO N P_INIT_MSG_LI ST P_COMMIT Type Number Required Yes Optional Default -

Varchar2

Yes

FND_API.G_FA LSE FND_API.G_FA LSE

Varchar2

Yes

5-14 Oracle Enterprise Asset Management Implementation Guide

Column Name P_VALIDATIO N_LEVEL

Type Number

Required -

Optional Yes

Default FND_API.G_VA LID_LEVEL_FU LL -

P_ATTRIBUTE CATEGORY P_C_ATTRIBUT E1~20 P_N_ATTRIBUT E1~10 P_D_ATTRIBUT E1~10 P_LAST_UPDA TE_DATE P_LAST_UPDA TED_BY P_CREATION_ DATE P_CREATED_BY P_LAST_UPDA TE_LOGIN P_REQUEST_ID P_PROGRAM_A PPLICATION_I D P_PROGRAM_I D P_PROGRAM_U PDATE_DATE

Varchar2(30)

Varchar2(150)

Number

Date

Date

Yes

Number

Yes

Date

Yes

Number Number

Yes Yes

Number Number

Yes Yes

Number

Yes

Date

Yes

eAM Open Interfaces and APIs 5-15

Create and Update Asset Genealogy and Hierarchy API:


The INV_GENEALOGY_PUB public API is used to create and update asset genealogy and hierarchy information in the MTL_OBJECT_GENEALOGY table, and is called from the Asset Number Open Interface process.
Column Name P_API_VERSION P_INIT_MSG_LIST P_COMMIT P_VALIDATION_LE VEL P_OBJECT_TYPE P_PARENT_OBJECT _TYPE P_OBJECT_ID P_OBJECT_NUMBER P_INVENTORY_ITE M_ID P_ORG_ID P_PARENT_OBJECT _ID P_PARENT_OBJECT _NUMBER P_PARENT_INVENT ORY_ITEM_ID P_PARENT_ORG_ID P_GENEALOGY_ORI GIN Type Number Varchar2 Varchar2 Number Required Yes Default FND_API.G_FALSE FND_API.G_FALSE FND_API.G_VALID_ LEVEL_FULL -

Number Number

Yes -

Number Varchar2 Number

Number Number

Varchar2

Number

Number Number

5-16 Oracle Enterprise Asset Management Implementation Guide

Column Name P_GENEALOGY_TY PE P_START_DATE_AC TIVE P_END_DATE_ACTI VE P_ORIGIN_TXN_ID P_UPDATE_TXN_ID P_LAST_UPDATE_D ATE P_LAST_UPDATED_ BY P_CREATION_DATE P_CREATED_BY P_LAST_UPDATE_L OGIN P_REQUEST_ID P_PROGRAM_APPLI CATION_ID P_PROGRAM_ID P_PROGRAM_UPDA TE_DATE

Type Number

Required -

Default -

Date

Date

Number Number Date

Yes

Number

Yes

Date Number Number

Yes Yes Yes

Number Number

Number Date

Related Topics
Defining Asset Numbers, Oracle Enterprise Asset Management User's Guide

eAM Open Interfaces and APIs 5-17

eAM Asset Genealogy Open Interface


The eAM Asset Genealogy Open Interface enables you to import asset genealogy (configuration history) into eAM, using a batch process. Create new parent/child relationships, or update existing relationships.

Execution Steps:
1.

Populate the interface tables with the import information. The Asset Genealogy Import process reads information within the MTL_OBJECT_GENEALOGY_INTERFACE (MOGI) table, then imports that information into the production tables.
Column Name (partial list of columns) BATCH_ID Instruction Enter an arbitrary number. Rows designated with the same BATCH_ID will process together. Enter P (Pending). This value will change to S if the import is successful, or E if the row contains an error. Unique key Enter 0 to create new rows (configuration histories), or 1 to update existing rows. Enter 2 for eAM. Enter 2 for eAM. Enter 3 (Manual) for eAM. Enter 5 for eAM. Corresponds to Asset Group Corresponds to Asset Number Corresponds to Parent Asset Group

PROCESS_STATUS

INTERFACE_HEADER_ID IMPORT_MODE

OBJECT_TYPE PARENT_OBJECT_TYPE GENEALOGY_ORIGIN GENEALOGY_TYPE INVENTORY_ITEM_ID SERIAL_NUMBER PARENT_INVENTORY_ITEM_ID

5-18 Oracle Enterprise Asset Management Implementation Guide

Column Name (partial list of columns) PARENT_SERIAL_NUMBER START_DATE_ACTIVE

Instruction Corresponds to Parent Asset Number Enter the Parent/Child relationship start date. Enter the Parent/Child relationship end date. This column will update by the Import process if an error occurs. This column will update by the Import process if an error occurs.

END_DATE_ACTIVE

ERROR_CODE

ERROR_MESSAGE

Note: For information about columns not discussed, see Table and

View Definitions, Oracle Enterprise Asset Management Technical Reference Manual.

2.

Launch the Asset Genealogy Import process.


1.

Navigate to the Asset Genealogy Import window. Choose an organization if you have not specified one already. Import asset genealogies into the master organization before importing them into additional children organizations.

2.

Enter parameters:
Parameter Batch ID Description This is the same value that is populated in the BATCH_ID column within the MOGI table.

eAM Open Interfaces and APIs 5-19

Parameter Purge Option

Description Select Yes to delete rows in the interface tables after they have successfully imported into the production tables. Select No to keep all rows in the interface tables after they have successfully imported into the production tables. Any failed rows with error messages will not delete.

3. 4.

Choose OK. Choose Submit to launch the Asset Genealogy Import process. View its progress by choosing View from the tool bar, and then selecting Requests.

eAM Meter Reading Open Interface


Import Meter Reading is an interface process used to import meter readings into eAM.

Execution Steps:
1.

Populate the interface table with the import information. The Meter Reading Import process reads information within the EAM_METER_READING_INTERFACE table, then imports that information into the eAM production table.
Column Name (partial list of columns) GROUP_ID Instruction Enter an arbitrary number. Rows designated with the same GROUP_ID will process together. Enter P (Pending). This value will change to S if the import is successful, or E if the row contains an error. Enter 2 for rows to be processed. Unique key

PROCESS_STATUS

PROCESS_PHASE METER_ID

5-20 Oracle Enterprise Asset Management Implementation Guide

Column Name (partial list of columns) METER_NAME

Instruction Enter the name of the meter to process. This is not mandatory if you entered a METER_ID. Enter Yes to reset the meter reading. If there is an already existing meter reading for the given meter that occurs after this reset reading, the processor will error. Enter No to not reset the meter reading.

RESET_FLAG

LIFE_TO_DATE

Enter a value for LIFE_TO_DATE or a value in the READING_VALUE column. If both columns are populated, then the READING_VALUE value is used to enter a reading, and the LIFE_TO_DATE_READING value is calculated from this current reading. If you enter an organization ID, the organization provided must be enabled for eAM. If you enter an organization code, the organization provided must be enabled for eAM. Date the reading is entered Reading value at the reading date Enter the work order id that the reading is associated with. If the column is populated, then the ORGANIZATION_ID or ORGANIZATION_CODE columns are mandatory. Enter the work order name that the reading is associated with. If this column is populated, then the ORGANIZATION_ID or ORGANIZATION_CODE columns are mandatory.

ORGANIZATION_ID

ORGANIZATION_CODE

READING_DATE READING_VALUE WIP_ENTITY_ID

WORK_ORDER_NAME

eAM Open Interfaces and APIs 5-21

Column Name (partial list of columns) DESCRIPTION ERROR_CODE

Instruction Description of meter reading This column will update by the Import process if an error occurs. This column will update by the Import process if an error occurs.

ERROR_MESSAGE

Note: For information about columns not discussed, see Table and

View Definitions, Oracle Enterprise Asset Management Technical Reference Manual.

2.

Launch the Meter Reading Import process.


1.

Navigate to the Import Jobs and Schedules window. Choose an organization if you have not specified one already. Import Work Orders into the master organization before importing them into additional children organizations.

2.

Enter parameters:
Parameter Group ID Description Corresponds to the GROUP_ID in the EAM_METER_READING_INTERFACE table. The import process will only process those meter readings that have a GROUP_ID in the interface table matching the value entered in this parameter.

3. 4.

Choose OK. Choose Submit to launch the Meter Reading Import process. View its progress by choosing View from the tool bar, and then selecting Requests.

To view pending meter readings:


You can display the rows within the interface table that failed to import into eAM.

5-22 Oracle Enterprise Asset Management Implementation Guide

1.

Navigate to the Find Meter Readings window to limit rows using search criteria, such as Group ID, Reading Date, or Organization code. Choose Find. The rows that appear failed to import into eAM.
Pending Meter Reading

2.

3.

Optionally select the Process tab to display general information about the errored meter readings. Optionally select the Readings tab to display meter reading information, such as meter name, reading date, and reading value. Optionally select the More tab to display information about the meter reading, such as Organization, Work order, Description, and Created By. Optionally select Errors to view additional detailed information regarding the type and cause of the failure. Optionally choose Submit to import Work Orders, after correcting errors.

4.

5.

6.

7.

Related Topics
Entering Meter Readings, Oracle Enterprise Asset Management User's Guide

eAM Open Interfaces and APIs 5-23

Asset Number API


Package Name:
EAM_AssetNumber_PUB

Procedure Name:
Insert_Asset_Number The Insert_Asset_Number API is used to create Asset Numbers. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter Standard Oracle API output parameter Inventory Item ID Serial Number

x_msg_count

NUMBER

x_msg_data

VARCHAR2

p_inventory_ite m_id p_serial_number

NUMBER

Yes

VARCHAR2

Yes

5-24 Oracle Enterprise Asset Management Implementation Guide

Parameter p_current_status

Type NUMBER

Required -

Default 3

Description Current Status 3 - activated 4 - deactivated

p_descriptive_te xt p_current_organ ization_id p_attribute_cate gory p_attribute1

VARCHAR2

NULL

Description

NUMBER

Yes

Current Organization ID Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

VARCHAR2

VARCHAR2

p_attribute2

VARCHAR2

p_attribute3

VARCHAR2

p_attribute4

VARCHAR2

p_attribute5

VARCHAR2

p_attribute6

VARCHAR2

p_attribute7

VARCHAR2

p_attribute8

VARCHAR2

p_attribute9

VARCHAR2

eAM Open Interfaces and APIs 5-25

Parameter p_attribute10

Type VARCHAR2

Required -

Default -

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield WIP Accounting Class Code Maintainable Flag: Y, N, or Null Owning Department ID Network Asset Flag: Y, N, or Null Fixed Asset ID PN Location ID

p_attribute11

VARCHAR2

p_attribute12

VARCHAR2

p_attribute13

VARCHAR2

p_attribute14

VARCHAR2

p_attribute15

VARCHAR2

p_wip_accountin g_class_code p_maintainable_ flag

VARCHAR2

NULL

VARCHAR2

NULL

p_owning_depar tment_id p_network_asset _flag

NUMBER

Yes

VARCHAR2

NULL

p_fa_asset_id p_pn_location_i d p_eam_location_ id p_asset_criticalit y_code

NUMBER NUMBER

NULL NULL

NUMBER

NULL

EAM Location ID Asset Criticality Code

VARCHAR2

NULL

5-26 Oracle Enterprise Asset Management Implementation Guide

Parameter p_category_id p_prod_organiza tion_id p_equipment_ite m_id p_eqp_serial_nu mber p_instantiate_fla g

Type NUMBER NUMBER

Required -

Default NULL NULL

Description Category ID Production Organization ID Equipment Item ID Equipment Serial Number Instantiation Flag

NUMBER

NULL

VARCHAR2

NULL

BOOLEAN

FALSE

Package Name:
EAM_AssetNumber_PUB

Procedure Name:
Update_Asset_Number The EAM_AssetNumber_PUB.Update_Asset_Number API is used to update existing eAM Asset Numbers. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL

p_commit

VARCHAR2

p_validation_lev el

NUMBER

eAM Open Interfaces and APIs 5-27

Parameter x_return_status

Type VARCHAR2

Required -

Default -

Description Standard Oracle API output parameter Standard Oracle API parameter Standard Oracle API output parameter Inventory Item ID Serial Number Current Status 3 - activated 4 - deactivated

x_msg_count

NUMBER

x_msg_data

VARCHAR2

p_inventory_ite m_id p_serial_number p_current_status

NUMBER

Yes

VARCHAR2 NUMBER

Yes -

p_descriptive_te xt p_current_organ ization_id p_attribute_cate gory p_attribute1

VARCHAR2

NULL

Description

NUMBER

Yes

Current Organization ID Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

VARCHAR2

VARCHAR2

p_attribute2

VARCHAR2

p_attribute3

VARCHAR2

p_attribute4

VARCHAR2

5-28 Oracle Enterprise Asset Management Implementation Guide

Parameter p_attribute5

Type VARCHAR2

Required -

Default -

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield WIP Accounting Class Code Maintainable Flag: Y, N, or Null Owning Department ID

p_attribute6

VARCHAR2

p_attribute7

VARCHAR2

p_attribute8

VARCHAR2

p_attribute9

VARCHAR2

p_attribute10

VARCHAR2

p_attribute11

VARCHAR2

p_attribute12

VARCHAR2

p_attribute13

VARCHAR2

p_attribute14

VARCHAR2

p_attribute15

VARCHAR2

p_wip_accountin g_class_code p_maintainable_ flag

VARCHAR2

NULL

VARCHAR2

NULL

p_owning_depar tment_id

NUMBER

Yes

eAM Open Interfaces and APIs 5-29

Parameter p_network_asset _flag

Type VARCHAR2

Required -

Default NULL

Description Network Asset Flag: Y, N, or Null Fixed Asset ID PN Location ID

p_fa_asset_id p_pn_location_i d p_eam_location_ id p_asset_criticalit y_code p_category_id p_prod_organiza tion_id p_equipment_ite m_id p_eqp_serial_nu mber

NUMBER NUMBER

NULL NULL

NUMBER

NULL

EAM Location ID Asset Criticality Code Category ID Production Organization ID Equipment Item ID Equipment Serial Number

VARCHAR2

NULL

NUMBER NUMBER

NULL NULL

NUMBER

NULL

VARCHAR2

NULL

Asset Attribute Values API


Package Name:
EAM_ASSETATTR_VALUE_PUB

Procedure Name:
insert_assetattr_value The EAM_ASSETATTR_VALUE_PUB.insert_assetattr_value API is used to create eAM Asset Attributes for existing Asset Numbers. The table below provides the specifications for this API:

5-30 Oracle Enterprise Asset Management Implementation Guide

Parameter p_api_version

Type NUMBER

Required Yes

Default -

Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter Standard Oracle API output parameter Association ID Application ID Descriptive Flexfield Name Inventory Item ID Serial Number Organization ID

x_msg_count

NUMBER

x_msg_data

VARCHAR2

p_association_id p_application_id p_descriptive_fle xfield_name p_inventory_ite m_id p_serial_number p_organization_i d p_attribute_cate gory

NUMBER NUMBER VARCHAR2

Yes Yes Yes

NUMBER

Yes

VARCHAR2 NUMBER

Yes Yes

VARCHAR2

Yes

Attribute Category

eAM Open Interfaces and APIs 5-31

Parameter p_c_attribute1 p_c_attribute2 p_c_attribute3 p_c_attribute4 p_c_attribute5 p_c_attribute6 p_c_attribute7 p_c_attribute8 p_c_attribute9 p_c_attribute10 p_c_attribute11 p_c_attribute12 p_c_attribute13 p_c_attribute14 p_c_attribute15 p_c_attribute16 p_c_attribute17 p_c_attribute18 p_c_attribute19 p_c_attribute20

Type VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2

Required Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Default -

Description Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute

5-32 Oracle Enterprise Asset Management Implementation Guide

Parameter p_d_attribute1 p_d_attribute2 p_d_attribute3 p_d_attribute4 p_d_attribute5 p_d_attribute6 p_d_attribute7 p_d_attribute8 p_d_attribute9 p_d_attribute10 p_n_attribute1 p_n_attribute2 p_n_attribute3 p_n_attribute4 p_n_attribute5 p_n_attribute6 p_n_attribute7 p_n_attribute8 p_n_attribute9 p_n_attribute10

Type DATE DATE DATE DATE DATE DATE DATE DATE DATE DATE NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER

Required Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Default -

Description Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute

eAM Open Interfaces and APIs 5-33

Parameter p_maintenance_ object_type p_maintenance_ object_id p_creation_orga nization_id

Type VARCHAR2

Required Yes

Default -

Description Maintenance Object Type Maintenance Object ID Creation Organization ID

NUMBER

Yes

NUMBER

Yes

Package Name:
EAM_ASSETATTR_VALUE_PUB

Procedure Name:
update_assetattr_value The EAM_ASSETATTR_VALUE_PUB.update_assetattr_value API is used to update eAM Asset Attributes for existing Asset Numbers. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter

5-34 Oracle Enterprise Asset Management Implementation Guide

Parameter x_msg_count

Type NUMBER

Required -

Default -

Description Standard Oracle API parameter Standard Oracle API output parameter Association ID Application ID Descriptive Flexfield Name Inventory Item ID Serial Number Organization ID

x_msg_data

VARCHAR2

p_association_id p_application_id p_descriptive_fle xfield_name p_inventory_ite m_id p_serial_number p_organization_i d p_attribute_cate gory p_c_attribute1 p_c_attribute2 p_c_attribute3 p_c_attribute4 p_c_attribute5 p_c_attribute6 p_c_attribute7 p_c_attribute8

NUMBER NUMBER VARCHAR2

Yes Yes Yes

NUMBER

Yes

VARCHAR2 NUMBER

Yes Yes

VARCHAR2

Yes

Attribute Category Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute

VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2

Yes Yes Yes Yes Yes Yes Yes Yes

eAM Open Interfaces and APIs 5-35

Parameter p_c_attribute9 p_c_attribute10 p_c_attribute11 p_c_attribute12 p_c_attribute13 p_c_attribute14 p_c_attribute15 p_c_attribute16 p_c_attribute17 p_c_attribute18 p_c_attribute19 p_c_attribute20 p_d_attribute1 p_d_attribute2 p_d_attribute3 p_d_attribute4 p_d_attribute5 p_d_attribute6 p_d_attribute7 p_d_attribute8

Type VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 DATE DATE DATE DATE DATE DATE DATE DATE

Required Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Default -

Description Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute

5-36 Oracle Enterprise Asset Management Implementation Guide

Parameter p_d_attribute9 p_d_attribute10 p_n_attribute1 p_n_attribute2 p_n_attribute3 p_n_attribute4 p_n_attribute5 p_n_attribute6 p_n_attribute7 p_n_attribute8 p_n_attribute9 p_n_attribute10 p_maintenance_ object_type p_maintenance_ object_id p_creation_orga nization_id

Type DATE DATE NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER VARCHAR2

Required Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Default -

Description Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Attribute Maintenance Object Type Maintenance Object ID Creation Organization ID

NUMBER

Yes

NUMBER

Yes

Asset Attribute Groups API


Package Name:
EAM_ASSETATTR_GRP_PUB

eAM Open Interfaces and APIs 5-37

Procedure Name:
insert_assetattr_grp The EAM_ASSETATTR_GRP_PUB.insert_assetattr_grp public API is used to associate existing eAM Asset Groups with existing Attribute Groups. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter Standard Oracle API output parameter Application ID Descriptive Flexfield Name Descriptive Flex Content Code Organization ID

x_msg_count

NUMBER

x_msg_data

VARCHAR2

p_application_id p_descriptive_fle xfield_name p_desc_flex_cont ext_code p_organization_i d

NUMBER VARCHAR2

Yes Yes

VARCHAR2

Yes

NUMBER

Yes

5-38 Oracle Enterprise Asset Management Implementation Guide

Parameter p_inventory_ite m_id p_enabled_flag p_creation_orga nization_id x_new_associati on_id

Type NUMBER

Required Yes

Default -

Description Inventory Item ID Enabled Flag Creation Organization ID The newly created Association ID

VARCHAR2 NUMBER

Yes Yes

NUMBER

Package Name:
EAM_ASSETATTR_GRP_PUB

Procedure Name:
update_assetattr_grp The EAM_ASSETATTR_GRP_PUB.update_assetattr_grp public API is used to update existing Asset Attribute Group associations. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL

p_commit

VARCHAR2

p_validation_lev el

NUMBER

eAM Open Interfaces and APIs 5-39

Parameter x_return_status

Type VARCHAR2

Required -

Default -

Description Standard Oracle API output parameter Standard Oracle API parameter Standard Oracle API output parameter Association ID of the updated record Application ID Descriptive Flexfield Name Descriptive Flex Content Code Organization ID

x_msg_count

NUMBER

x_msg_data

VARCHAR2

p_association_id

NUMBER

Yes

p_application_id p_descriptive_fle xfield_name p_desc_flex_cont ext_code p_organization_i d p_inventory_ite m_id p_enabled_flag p_creation_orga nization_id

NUMBER VARCHAR2

Yes Yes

VARCHAR2

Yes

NUMBER

Yes

NUMBER

Yes

Inventory Item ID Enabled Flag Creation Organization ID

VARCHAR2 NUMBER

Yes Yes

Asset Routes API


Package Name:
EAM_ASSET_ROUTES_PUB

5-40 Oracle Enterprise Asset Management Implementation Guide

Procedure Name:
insert_asset_routes The EAM_ASSET_ROUTES_PUB.insert_asset_routes public API is used to create new Asset Routes. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter Standard Oracle API output parameter Organization ID

x_msg_count

NUMBER

x_msg_data

VARCHAR2

p_organization_i d_in p_start_date_acti ve_in p_end_date_acti ve_in p_attribute_cate gory_in

NUMBER

Yes

DATE

NULL

Start date active

DATE

NULL

End date active

VARCHAR2

NULL

Attribute Category

eAM Open Interfaces and APIs 5-41

Parameter p_attribute1

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

p_attribute2

VARCHAR2

NULL

p_attribute3

VARCHAR2

NULL

p_attribute4

VARCHAR2

NULL

p_attribute5

VARCHAR2

NULL

p_attribute6

VARCHAR2

NULL

p_attribute7

VARCHAR2

NULL

p_attribute8

VARCHAR2

NULL

p_attribute9

VARCHAR2

NULL

p_attribute10

VARCHAR2

NULL

p_attribute11

VARCHAR2

NULL

p_attribute12

VARCHAR2

NULL

p_attribute13

VARCHAR2

NULL

p_attribute14

VARCHAR2

NULL

5-42 Oracle Enterprise Asset Management Implementation Guide

Parameter p_attribute15

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Network Item ID

p_network_item _id_in p_network_seria l_number_in p_inventory_ite m_id_in p_serial_number p_network_objec t_type_in p_network_objec t_id_in p_maintenance_ object_type p_maintenance_ object_id

NUMBER

Yes

VARCHAR2

Yes

Network Serial Number Inventory Item ID Serial Number Network Object Type Network Object ID Maintenance Object Type Maintenance Object ID

NUMBER

Yes

VARCHAR2 NUMBER

Yes -

NULL

NUMBER

NULL

NUMBER

NULL

NUMBER

NULL

Package Name:
EAM_ASSET_ROUTES_PUB

Procedure Name:
update_asset_routes The EAM_ASSET_ROUTES_PUB.update_asset_routes public API is used to update existing Asset Routes. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter

eAM Open Interfaces and APIs 5-43

Parameter p_init_msg_list

Type VARCHAR2

Required -

Default FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter Standard Oracle API output parameter Organization ID

x_msg_count

NUMBER

x_msg_data

VARCHAR2

p_organization_i d_in p_start_date_acti ve_in p_end_date_acti ve_in p_attribute_cate gory_in p_attribute1

NUMBER

Yes

DATE

NULL

Start date active

DATE

NULL

End date active

VARCHAR2

NULL

Attribute Category Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

VARCHAR2

NULL

p_attribute2

VARCHAR2

NULL

p_attribute3

VARCHAR2

NULL

5-44 Oracle Enterprise Asset Management Implementation Guide

Parameter p_attribute4

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Network Item ID

p_attribute5

VARCHAR2

NULL

p_attribute6

VARCHAR2

NULL

p_attribute7

VARCHAR2

NULL

p_attribute8

VARCHAR2

NULL

p_attribute9

VARCHAR2

NULL

p_attribute10

VARCHAR2

NULL

p_attribute11

VARCHAR2

NULL

p_attribute12

VARCHAR2

NULL

p_attribute13

VARCHAR2

NULL

p_attribute14

VARCHAR2

NULL

p_attribute15

VARCHAR2

NULL

p_network_item _id_in p_network_seria l_number_in

NUMBER

Yes

VARCHAR2

Yes

Network Serial Number

eAM Open Interfaces and APIs 5-45

Parameter p_inventory_ite m_id_in p_serial_number p_network_objec t_type_in p_network_objec t_id_in p_maintenance_ object_type p_maintenance_ object_id

Type NUMBER

Required Yes

Default -

Description Inventory Item ID Serial Number Network Object Type Network Object ID Maintenance Object Type Maintenance Object ID

VARCHAR2 NUMBER

Yes -

NULL

NUMBER

NULL

NUMBER

NULL

NUMBER

NULL

Asset Areas API


Package Name:
EAM_ASSET_AREAS_PUB

Procedure Name:
insert_asset_areas The EAM_ASSET_AREAS_PUB.insert_asset_areas public API is used to create new Asset Areas. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE

p_commit

VARCHAR2

5-46 Oracle Enterprise Asset Management Implementation Guide

Parameter p_validation_lev el

Type NUMBER

Required

Default FND_API.G_VA LID_LEVEL_FU LL FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter

x_msg_count

NUMBER

Standard Oracle API parameter

x_msg_data

VARCHAR2

Standard Oracle API output parameter Standard Oracle API output parameter Standard Oracle API parameter Standard Oracle API output parameter Location Code Start Effective Date End Effective Date Organization ID

x_return_status

VARCHAR2

x_msg_count

NUMBER

x_msg_data

VARCHAR2

p_location_codes p_start_date

VARCHAR2 DATE

Yes -

NULL

p_end_date

DATE

NULL

p_organization_i d p_description p_creation_orga nization_id

NUMBER

Yes

VARCHAR2 NUMBER

Yes

NULL -

Description Creation Organization ID

Package Name:
EAM_ASSET_AREAS_PUB

eAM Open Interfaces and APIs 5-47

Procedure Name:
update_asset_areas The EAM_ASSET_AREAS_PUB.update_asset_areas public API is used to update existing Asset Areas. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_msg_count

NUMBER

Standard Oracle API parameter

x_msg_data

VARCHAR2

Standard Oracle API output parameter Standard Oracle API output parameter Standard Oracle API parameter Standard Oracle API output parameter Location Code Start Effective Date

x_return_status

VARCHAR2

x_msg_count

NUMBER

x_msg_data

VARCHAR2

p_location_codes p_start_date

VARCHAR2 DATE

Yes -

NULL

5-48 Oracle Enterprise Asset Management Implementation Guide

Parameter p_end_date

Type DATE

Required -

Default NULL

Description End Effective Date Organization ID

p_organization_i d p_description p_creation_orga nization_id

NUMBER

Yes

VARCHAR2 NUMBER

Yes

NULL -

Description Creation Organization ID

Department Approvers API


Package Name:
EAM_DEPT_APPROVERS_PUB

Procedure Name:
insert_dept_appr The EAM_DEPT_APPROVERS_PUB.insert_dept_appr public API is used to create new department approvers. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL

p_commit

VARCHAR2

p_validation_lev el

NUMBER

eAM Open Interfaces and APIs 5-49

Parameter x_return_status

Type VARCHAR2

Required -

Default -

Description Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter Department ID Organization ID

p_dept_id p_organization_i d p_resp_app_id p_responsibility_ id p_primary_appr over_id

NUMBER NUMBER

Yes Yes

NUMBER NUMBER

Yes Yes

Application ID Responsibility ID Primary Approver ID

NUMBER

Yes

Package Name:
EAM_DEPT_APPROVERS_PUB

Procedure Name:
update_dept_appr The EAM_DEPT_APPROVERS_PUB.update_dept_appr public API is used to update existing department approvers. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter

5-50 Oracle Enterprise Asset Management Implementation Guide

Parameter p_init_msg_list

Type VARCHAR2

Required -

Default FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter Department ID Organization ID

p_dept_id p_organization_i d p_resp_app_id p_responsibility_ id p_primary_appr over_id

NUMBER NUMBER

Yes Yes

NUMBER NUMBER

Yes Yes

Application ID Responsibility ID Primary Approver ID

NUMBER

Yes

EAM Parameters API


Package Name:
EAM_PARAMETERS_PUB

eAM Open Interfaces and APIs 5-51

Procedure Name:
Insert_Parameters The EAM_PARAMETERS_PUB.Insert_Parameters public API is used to create a new set of eAM Parameters for an existing eAM enabled organization. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter Organization ID

p_organization_i d p_work_request _auto_approve p-def_maint_cos t_category

NUMBER

Yes

VARCHAR2

'N'

Work Request Auto Approve Maintenance Cost Category

NUMBER

Yes

5-52 Oracle Enterprise Asset Management Implementation Guide

Parameter p_def_eam_cost_ element_id p_work_req_exte nded_log_flag

Type NUMBER

Required Yes

Default -

Description eAM Cost Element ID Work Request Extended Log flag WIP Accounting Class Easy Work Order prefix Work Order prefix Serial Number enabled Auto Firm flag Maintenance Offset Account WIP eAM Request Type Material Issue flag Default Department ID Invoice Billable Items Only Override Bill Amount Billing Basis

VARCHAR2

'Y'

p_default_eam_c lass p_easy_work_or der_prefix p_work_order_p refix p_serial_number _enabled p_auto_firm_flag p_maintenance_ offset_account p_wip_eam_req uest_type p_material_issue _by_mo p_default_depart ment_id p_invoice_billabl e_items_only p_override_bill_ amount p_billing_basis

VARCHAR2

Yes

VARCHAR2

NULL

VARCHAR2

NULL

VARCHAR2

'Y'

VARCHAR2 NUMBER

'Y' NULL

NUMBER

NULL

VARCHAR2

'N'

NUMBER

NULL

VARCHAR2

'N'

VARCHAR2

NULL

NUMBER

NULL

eAM Open Interfaces and APIs 5-53

Parameter p_billing_metho d p_dynamic_billi ng_activity p_default_asset_ flag p_pm_ignore_mi ssed_wo

Type NUMBER

Required -

Default NULL

Description Billing Method

VARCHAR2

NULL

Dynamic Billing Activity Default Asset flag flag indicating if PM scheduling should ignore missed Work Orders flag indicating if you are issuing rebuldables at zero or item cost flag indicating if an Asset Number is mandatory at Work Request creation

VARCHAR2

NULL

VARCHAR2

'N'

p_issue_zero_cos t_flag

VARCHAR2

'Y'

p_work_request _asset_num_req d

VARCHAR2

'Y'

Package Name:
EAM_PARAMETERS_PUB

Procedure Name:
Update_Parameters The EAM_PARAMETERS_PUB.Update_Parameters public API is used to update an existing set of eAM Parameters. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter

5-54 Oracle Enterprise Asset Management Implementation Guide

Parameter p_init_msg_list

Type VARCHAR2

Required -

Default FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter Organization ID

p_organization_i d p_work_request _auto_approve p-def_maint_cos t_category p_def_eam_cost_ element_id p_work_req_exte nded_log_flag

NUMBER

Yes

VARCHAR2

'N'

Work Request Auto Approve Maintenance Cost Category eAM Cost Element ID Work Request Extended Log flag WIP Accounting Class

NUMBER

Yes

NUMBER

Yes

VARCHAR2

'Y'

p_default_eam_c lass

VARCHAR2

Yes

eAM Open Interfaces and APIs 5-55

Parameter p_easy_work_or der_prefix p_work_order_p refix p_serial_number _enabled p_auto_firm_flag p_maintenance_ offset_account p_wip_eam_req uest_type p_material_issue _by_mo p_default_depart ment_id p_invoice_billabl e_items_only p_override_bill_ amount p_billing_basis p_billing_metho d p_dynamic_billi ng_activity p_default_asset_ flag

Type VARCHAR2

Required -

Default NULL

Description Easy Work Order prefix Work Order prefix Serial Number enabled Auto Firm flag Maintenance Offset Account WIP eAM Request Type Material Issue flag Default Department ID Invoice Billable Items Only Override Bill Amount Billing Basis Billing Method

VARCHAR2

NULL

VARCHAR2

'Y'

VARCHAR2 NUMBER

'Y' NULL

NUMBER

NULL

VARCHAR2

'N'

NUMBER

NULL

VARCHAR2

'N'

VARCHAR2

NULL

NUMBER NUMBER

NULL NULL

VARCHAR2

NULL

Dynamic Billing Activity Default Asset flag

VARCHAR2

NULL

5-56 Oracle Enterprise Asset Management Implementation Guide

Parameter p_pm_ignore_mi ssed_wo

Type VARCHAR2

Required -

Default 'N'

Description flag indicating if PM scheduling should ignore missed Work Orders flag indicating if you are issuing rebuldables at zero or item cost flag indicating if an Asset Number is mandatory at Work Request creation

p_issue_zero_cos t_flag

VARCHAR2

'Y'

p_work_request _asset_num_req d

VARCHAR2

'Y'

EAM Meters API


Package Name:
EAM_METER_PUB

Procedure Name:
create_meter The EAM_METER_PUB.create_meter public API is used to create new meters. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE

p_commit

VARCHAR2

eAM Open Interfaces and APIs 5-57

Parameter p_validation_lev el

Type NUMBER

Required

Default FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter Meter Name Unit of Measure Meter Type 1 = value meter 2 = change meter

p_meter_name p_meter_uom p_meter_type

VARCHAR2 VARCHAR2 NUMBER

Yes Yes -

p_value_change _dir

NUMBER

Value change direction 1 = ascending 2 = descending

p_used_in_sched uling p_user_defined_ rate p_use_past_read ing p_description

NUMBER

'N'

Used in Scheduling flag User Defined Rate Use Past Reading Meter Description

NUMBER

NULL

NUMBER

NULL

VARCHAR2

NULL

5-58 Oracle Enterprise Asset Management Implementation Guide

Parameter p_from_effective _date p_to_effective_d ate p_attribute_cate gory p_attribute1

Type DATE

Required -

Default NULL

Description From Effective Date To Effective Date

DATE

NULL

VARCHAR2

NULL

Attribute Category Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

VARCHAR2

NULL

p_attribute2

VARCHAR2

NULL

p_attribute3

VARCHAR2

NULL

p_attribute4

VARCHAR2

NULL

p_attribute5

VARCHAR2

NULL

p_attribute6

VARCHAR2

NULL

p_attribute7

VARCHAR2

NULL

p_attribute8

VARCHAR2

NULL

p_attribute9

VARCHAR2

NULL

p_attribute10

VARCHAR2

NULL

p_attribute11

VARCHAR2

NULL

eAM Open Interfaces and APIs 5-59

Parameter p_attribute12

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Template flag Source Template ID Initial Reading Initial Reading Date Newly created Meter's ID

p_attribute13

VARCHAR2

NULL

p_attribute14

VARCHAR2

NULL

p_attribute15

VARCHAR2

NULL

p_templ_flag p_source_tmpl_i d p_initial_reading p_initial_reading _date x_new_meter_id

VARCHAR2 NUMBER

NULL NULL

NUMBER DATE

0 SYSDATE

NUMBER

Package Name:
EAM_METER_PUB

Procedure Name:
update_meter The EAM_METER_PUB.update_meter public API is used to update existing meters. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter

5-60 Oracle Enterprise Asset Management Implementation Guide

Parameter p_init_msg_list

Type VARCHAR2

Required -

Default FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter Meter Name Unit of Measure Meter Type 1 = value meter 2 = change meter

p_meter_name p_meter_uom p_meter_type

VARCHAR2 VARCHAR2 NUMBER

Yes Yes -

p_value_change _dir

NUMBER

Value change direction 1 = ascending 2 = descending

p_used_in_sched uling p_user_defined_ rate

NUMBER

'N'

Used in Scheduling flag User Defined Rate

NUMBER

NULL

eAM Open Interfaces and APIs 5-61

Parameter p_use_past_read ing p_description

Type NUMBER

Required -

Default NULL

Description Use Past Reading Meter Description From Effective Date To Effective Date

VARCHAR2

NULL

p_from_effective _date p_to_effective_d ate p_attribute_cate gory p_attribute1

DATE

NULL

DATE

NULL

VARCHAR2

NULL

Attribute Category Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

VARCHAR2

NULL

p_attribute2

VARCHAR2

NULL

p_attribute3

VARCHAR2

NULL

p_attribute4

VARCHAR2

NULL

p_attribute5

VARCHAR2

NULL

p_attribute6

VARCHAR2

NULL

p_attribute7

VARCHAR2

NULL

p_attribute8

VARCHAR2

NULL

p_attribute9

VARCHAR2

NULL

5-62 Oracle Enterprise Asset Management Implementation Guide

Parameter p_attribute10

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Template flag Source Template ID

p_attribute11

VARCHAR2

NULL

p_attribute12

VARCHAR2

NULL

p_attribute13

VARCHAR2

NULL

p_attribute14

VARCHAR2

NULL

p_attribute15

VARCHAR2

NULL

p_templ_flag p_source_tmpl_i d

VARCHAR2 NUMBER

NULL NULL

EAM Meter Association API


Package Name:
EAM_MeterAssoc_PUB

Procedure Name:
Insert_AssetMeterAssoc The EAM_MeterAssoc_PUB.Insert_AssetMeterAssoc public API is used to create new meter associations. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter

eAM Open Interfaces and APIs 5-63

Parameter p_init_msg_list

Type VARCHAR2

Required -

Default FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter Meter ID Organization ID

p_meter_id p_organization_i d p_asset_group_i d p_asset_number p_maintenance_ object_type p_maintenance_ object_id

NUMBER NUMBER

Yes Yes

NUMBER

NULL

Inventory Item ID Serial Number Maintenance Object Type Maintenance Object ID

VARCHAR2 NUMBER

NULL NULL

NUMBER

NULL

Note: Because all fields (other than WHO columns and attribute

columns) within the eam_asset_meters table are part of the unique key, no update method is supplied.

5-64 Oracle Enterprise Asset Management Implementation Guide

Meter Reading API


Package Name:
EAM_MeterReading_PUB

Procedure Name:
create_meter_reading The create_meter_reading API is used to create new meter readings and reset existing meter readings. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

x_msg_count

NUMBER

x_msg_data

VARCHAR2

Standard Oracle API output parameter Standard Oracle API output parameter The record includes details of the meter reading.

x_return_status

VARCHAR2

p_meter_reading _rec

Eam_MeterRead ing_PUB.meter_r eading_Rec_Typ e

Yes

eAM Open Interfaces and APIs 5-65

Parameter p_value_before_ reset

Type NUMBER

Required -

Default NULL

Description Value of the meter reading before reset. Required only when the reading is a reset. The meter_reading_i d of the newly created record.

x_meter_reading _id

NUMBER

Column Name meter_id meter_reading_id current_reading current_reading_date reset_flag description wip_entity_id attribute_category attribute1 attribute2 attribute3 attribute4

Type NUMBER NUMBER NUMBER DATE VARCHAR2(1) VARCHAR2(100) NUMBER VARCHAR2(30) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150)

Default NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

5-66 Oracle Enterprise Asset Management Implementation Guide

Column Name attribute5 attribute6 attribute7 attribute8 attribute9 attribute10 attribute11 attribute12 attribute13 attribute14 attribute15 source_line_id source_code wo_entry_fake_flag

Type VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) NUMBER VARCHAR2(30) VARCHAR2(1)

Default NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

Package Name:
EAM_MeterReading_PUB

Procedure Name:
disable_meter_reading The disable_meter_reading API is used to disable existing meter readings. You need to supply either a meter reading ID or a meter reading date, to identify the specific reading. The table below provides the specifications for this API:

eAM Open Interfaces and APIs 5-67

Parameter P_API_VERSIO N P_INIT_MSG_LI ST P_COMMIT

Type NUMBER

Required Yes

Default -

Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

VARCHAR2

P_VALIDATIO N_LEVEL

NUMBER

X_RETURN_ST ATUS

VARCHAR2

Standard Oracle API output parameter Standard Oracle API output parameter Standard Oracle API output parameter The meter_reading_i d of the meter reading to be disabled. The meter_id of the meter. Meter reading date Meter name

X_MSG_COUNT

NUMBER

X_MSG_DATA

VARCHAR2

p_meter_reading _id

NUMBER

NULL

p_meter_id

NUMBER

NULL

p_meter_reading _date p_meter_name

DATE

NULL

VARCHAR2

NULL

5-68 Oracle Enterprise Asset Management Implementation Guide

EAM PM Schedules API (includes PM Rules as children records)


Package Name:
EAM_PMDef_PUB

Procedure Name:
instantiate_PM_def Given an Activity association instance's Activity association ID and a PM Template's pm_schedule_id, the EAM_PMDef_PUB.instantiate_PM_def public API is used to create a new PM definition from the template, where the new PM definition is associated with the given activity_association_id. The table below provides the specifications for this API:
Parameter p_pm_schedule_ id Type NUMBER Required Yes Default Description the PM Template's pm_schedule_id Standard Oracle API output parameter the Activity association instance's Activity association ID the newly created PM Schedule's pm_schedule_id

x_return_status

VARCHAR2

p_activity_assoc _id

NUMBER

Yes

x_new_pm_sche dule_id

NUMBER

Package Name:
EAM_PMDef_PUB

Procedure Name:
instantiate_PM_Defs The EAM_PMDef_PUB.instantiate_PM_Defs public API is used to instantiate a set of

eAM Open Interfaces and APIs 5-69

PM definitions for all asset_association_ids within the activity_assoc_id_tbl table and create a PM Schedule definition from the template. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter PL/SQL table type containing one or more association_Id_T bl_Type rows

p_activity_assoc _id_tbl

EAM_ObjectInst antiation_PUB.A ssociation_Id_Tb l_Type

Package Name EAM_PMDef_PUB

Procedure Name:
create_PM_Def The EAM_PMDef_PUB.create_PM_Def public API is used to create new PM Schedules and child records, such as PM rules. The table below provides the specifications for this

5-70 Oracle Enterprise Asset Management Implementation Guide

API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter PL/SQL table type containing one unique PM Schedule record PL/SQL table type containing zero or more PL/SQL record type pm_rule_rec_typ e rows, used for creating Day Interval type runtime rules

p_pm_schedule_ rec

pm_scheduling_ rec_type

Yes

p_pm_day_inter val_rules_tbl

pm_rule_tbl_typ e

Yes

eAM Open Interfaces and APIs 5-71

Parameter p_pm_runtime_r ules_tbl

Type pm_rule_tbl_typ e

Required Yes

Default -

Description PL/SQL table type containing zero or more PL/SQL record type pm_rule_rec_typ e rows, used for creating meter-based runtime rules PL/SQL table type containing zero or more PL/SQL record type pm_rule_rec_typ e rows, used to create simple list date rules. pm_schedule_id of the newly created PM Schedule

p_pm_list_date_ rules_tbl

pm_rule_tbl_typ e

Yes

x_new_pm_sche dule_id

NUMBER

Package Name:
EAM_PMDef_PUB

Procedure Name:
update_PM_Def The EAM_PMDef_PUB.update_PM_Def public API is used to update existing PM Schedules and child records, such as PM rules. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter

5-72 Oracle Enterprise Asset Management Implementation Guide

Parameter p_init_msg_list

Type VARCHAR2

Required -

Default FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter PL/SQL table type containing one unique PM Schedule record. Unlike the create procedure, this may be NULL because this procedure can be used to modify PM Rules. PL/SQL table type containing zero or more PL/SQL record type pm_rule_rec_typ e rows, used for creating Day Interval type runtime rules

p_pm_schedule_ rec

pm_scheduling_ rec_type

NULL

p_pm_day_inter val_rules_tbl

pm_rule_tbl_typ e

Yes

eAM Open Interfaces and APIs 5-73

Parameter p_pm_runtime_r ules_tbl

Type pm_rule_tbl_typ e

Required Yes

Default -

Description PL/SQL table type containing zero or more PL/SQL record type pm_rule_rec_typ e rows, used for creating meter-based runtime rules PL/SQL table type containing zero or more PL/SQL record type pm_rule_rec_typ e rows, used to create simple list date rules.

p_pm_list_date_ rules_tbl

pm_rule_tbl_typ e

Yes

Package Name:
EAM_PMDef_PUB

Procedure Name:
PM_Scheduling_Rec_Type The EAM_PMDef_PUB.PM_Scheduling_Rec_Type is a PL SQL record type used for inserting PM Schedule definitions into the eam_pm_schedulings table.
Column PM_SCHEDULE_ID ACTIVITY_ASSOCIATION_ID NON_SCHEDULED_FLAG FROM_EFFECTIVE_DATE Type NUMBER NUMBER VARCHAR2(1) DATE

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Column TO_EFFECTIVE_DATE RESCHEDULING_POINT LEAD_TIME ATTRIBUTE_CATEGORY ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE6 ATTRIBUTE7 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE12 ATTRIBUTE13 ATTRIBUTE14 ATTRIBUTE15 DAY_TOLERANCE

Type DATE NUMBER NUMBER VARCHAR2(30) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) NUMBER

eAM Open Interfaces and APIs 5-75

Column SOURCE_CODE SOURCE_LINE DEFAULT_IMPLEMENT WHICHEVER_FIRST INCLUDE_MANUAL SET_NAME_ID SCHEDULING_METHOD_CODE TYPE_CODE NEXT_SERVICE_START_DATE NEXT_SERVICE_END_DATE SOURCE_TMPL_ID AUTO_INSTANTIATION_FLAG NAME TMPL_FLAG

Type VARCHAR2(30) VARCHAR2(30) VARCHAR2(1) VARCHAR2(1) VARCHAR2(1) NUMBER NUMBER NUMBER DATE DATE NUMBER VARCHAR2(1) VARCHAR (50) VARCHAR2(1)

Package Name:
EAM_PMDef_PUB

Procedure Name:
pm_rule_rec_type The EAM_PMDef_PUB.pm_rule_rec_type is a PL SQL record type used for inserting PM Schedule rules that are associated with a PM Schedule into the eam_pm_scheduling_rules table.

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Column RULE_ID PM_SCHEDULE_ID RULE_TYPE DAY_INTERVAL METER_ID RUNTIME_INTERVAL LAST_SERVICE_READING EFFECTIVE_READING_FROM EFFECTIVE_READING_TO EFFECTIVE_DATE_FROM EFFECTIVE_DATE_TO LIST_DATE LIST_DATE_DESC

Type NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER DATE DATE DATE VARCHAR2(50)

Activity Creation API


Package Name:
EAM_ACTIVITY_PUB

Procedure Name:
CREATE_ACTIVITY The Activity Creation API is used to create eAM Activities. You can specify the source Work Order that the API uses as a model for the new Activities. Optionally provide an Item Template to define the attributes of the Activity. You can specify various Activity properties, such as Activity Type, Cause, Shutdown Notification, and Source. Various copy options, controlling the copy of Operations, Material, Resources, and Activity

eAM Open Interfaces and APIs 5-77

Association, are supported.


Note: Items (Asset Groups, Activities, Rebuildables) are created using

the Item Creation Business Object API (See: Item Creation Business Object API, Oracle Manufacturing APIs and Open Interfaces Manual). Asset BOMs and Asset Activities are created using the BOM Business Object API (See: BOM Business Object API, Oracle Manufacturing APIs and Open Interfaces Manual).

The table below provides the specifications for this API:


Parameter P_API_VERSIO N P_INIT_MSG_LI ST P_COMMIT Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

VARCHAR2

P_VALIDATIO N_LEVEL

NUMBER

X_RETURN_ST ATUS

VARCHAR2

Standard Oracle API output parameter Standard Oracle API output parameter Standard Oracle API output parameter Item Record to define the attributes of the Activity

X_MSG_COUNT

NUMBER

X_MSG_DATA

VARCHAR2

P_ASSET_ACTI VITY

INV_ITEM_GRP .ITEM_REC_TYP E

Yes

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Parameter P_TEMPLATE_I D

Type NUMBER

Required -

Default NULL

Description Template Id (If Template Name is specified, Template Id will override Template Name) Template Name

P_TEMPLATE_ NAME P_ACTIVITY_TY PE_CODE P_ACTIVITY_C AUSE_CODE P_SHUTDOWN _TYPE_CODE P_NOTIFICATI ON_REQ_FLAG

VARCHAR2

NULL

VARCHAR2

NULL

Activity Type

VARCHAR2

NULL

Activity Cause

VARCHAR2

NULL

Shutdown Type

VARCHAR2

NULL

Notification Required Flag: Y (enabled), N (disabled) Activity Source

_ACTIVITY_SO URCE_CODE P_WORK_ORDE R_REC

VARCHAR2

NULL

EAM_ACTIVITY _PUB.WORK_O RDER_REC_TYP E

Yes

Specifies the source Work Order the new Activity is to be created from Operation Copy Option: 1 (NONE), 2 (ALL) Material Copy Option: 1 (NONE), 2 (ISSUED), 3 (ALL)

P_OPERATION_ COPY_OPTION

NUMBER

P_MATERIAL_C OPY_OPTION

NUMBER

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Parameter P_RESOURCE_ COPY_OPTION

Type NUMBER

Required -

Default 2

Description Resource Copy Option: 1 (NONE), 2 (ISSUED), 3 (ALL) Association Copy Option: 1 (NONE), 2 (CURRENT), 3 (ALL) Output. Validated Work Order record.

P_ASSOCIATIO N_COPY_OPTI ON

NUMBER

X_WORK_ORD ER_REC

EAM_ACTIVITY _PUB.WORK_O RDER_REC_TYP E INV_ITEM_GRP .ITEM_REC_TYP E

X_CURR_ITEM_ REC

Output. Validated current item record. Output. Current item creation return status. Output. Current item creation error table. Output. Validated master item record. Output. Master item creation return status. Output. Master item creation error table.

X_CURR_ITEM_ RETURN_STAT US X_CURR_ITEM_ ERROR_TBL

VARCHAR2

INV_ITEM_GRP .ERROR_TBL_T YPE INV_ITEM_GRP .ITEM_REC_TYP E VARCHAR2

X_MASTER_ITE M_REC

X_MASTER_ITE M_RETURN_ST ATUS X_MASTER_ITE M_ERROR_TBL

INV_ITEM_GRP .ERROR_TBL_T YPE

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Parameter x_rtg_header_rec

Type BOM_Rtg_Pub.R tg_Header_Rec_ Type BOM_Rtg_Pub.R tg_Revision_Tbl _Type BOM_Rtg_Pub. Operation_Tbl_T ype BOM_Rtg_Pub. Op_Resource_Tb l_Type BOM_Rtg_Pub.S ub_Resource_Tbl _Type BOM_Rtg_Pub. Op_Network_Tb l_Type VARCHAR2

Required -

Default -

Description Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. BOM Business Object API output. BOM Business Object API output.

x_rtg_revision_t bl

x_operation_tbl

x_op_resource_t bl

x_sub_resource_ tbl

x_op_network_t bl

x_rtg_return_stat us

x_rtg_msg_count

NUMBER

x_rtg_msg_list

Error_Handler.E rror_Tbl_Type

x_bom_header_r ec

BOM_BO_PUB.B OM_Head_Rec_ Type BOM_BO_PUB.B OM_Revision_T bl_Type

x_bom_revision_ tbl

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Parameter x_bom_compone nt_tbl

Type BOM_BO_PUB.B OM_Co_mps_Tb l_Type VARCHAR2

Required -

Default -

Description BOM Business Object API output. BOM Business Object API output. BOM Business Object API output. BOM Business Object API output. Copy Association API output. Copy Association API output. Copy Association API output. Copy Association API output.

x_bom_return_st atus

x_bom_msg_cou nt

NUMBER

x_bom_msg_list

Error_Handler.E rror_Tbl_Type

x_assoc_return_s tatus

VARCHAR2

x_assoc_msg_co unt

NUMBER

x_assoc_msg_dat a

VARCHAR2

x_act_num_asso ciation_tbl

EAM_Activity_P UB.Activity_Ass ociation_Tbl_Ty pe EAM_Activity_P UB.Activity_Ass ociation_Tbl_Ty pe

x_activity_associ ation_tbl

Copy Association API output.

Package Name:
EAM_ACTIVITY_PUB

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Procedure Name:
COPY_ACTIVITY The Copy Activity API is used to create a new Activity from an existing Activity. While copying from the source Activity, you can copy the source Activity's BOM, Routing, and associations. The table below provides the specifications for this API:
Parameter P_API_VERSIO N P_INIT_MSG_LI ST P_COMMIT Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

VARCHAR2

P_VALIDATIO N_LEVEL

NUMBER

X_RETURN_ST ATUS

VARCHAR2

Standard Oracle API output parameter Standard Oracle API output parameter Standard Oracle API output parameter Item Record to define the attributes of the Activity Template Id (If Template Name is specified, Template Id will override Template Name)

X_MSG_COUNT

NUMBER

X_MSG_DATA

VARCHAR2

P_ASSET_ACTI VITY

INV_ITEM_GRP .ITEM_REC_TYP E

Yes

P_TEMPLATE_I D

NUMBER

NULL

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Parameter P_TEMPLATE_ NAME P_ACTIVITY_TY PE_CODE P_ACTIVITY_C AUSE_CODE P_SHUTDOWN _TYPE_CODE P_NOTIFICATI ON_REQ_FLAG

Type VARCHAR2

Required -

Default NULL

Description Template Name

VARCHAR2

NULL

Activity Type

VARCHAR2

NULL

Activity Cause

VARCHAR2

NULL

Shutdown Type

VARCHAR2

NULL

Notification Required Flag: Y (enabled), N (disabled) Activity Source

_ACTIVITY_SO URCE_CODE P_WORK_ORDE R_REC

VARCHAR2

NULL

EAM_ACTIVITY _PUB.WORK_O RDER_REC_TYP E

Yes

Specifies the source Work Order the new Activity is to be created from Operation Copy Option: 1 (NONE), 2 (ALL) Material Copy Option: 1 (NONE), 2 (ISSUED), 3 (ALL) Resource Copy Option: 1 (NONE), 2 (ISSUED), 3 (ALL)

P_OPERATION_ COPY_OPTION

NUMBER

P_MATERIAL_C OPY_OPTION

NUMBER

P_RESOURCE_ COPY_OPTION

NUMBER

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Parameter P_ASSOCIATIO N_COPY_OPTI ON

Type NUMBER

Required -

Default 2

Description Association Copy Option: 1 (NONE), 2 (CURRENT), 3 (ALL) Output. Validated Work Order record.

X_WORK_ORD ER_REC

EAM_ACTIVITY _PUB.WORK_O RDER_REC_TYP E INV_ITEM_GRP .ITEM_REC_TYP E

X_CURR_ITEM_ REC

Output. Validated current item record. Output. Current item creation return status. Output. Current item creation error table. Output. Validated master item record. Output. Master item creation return status. Output. Master item creation error table. Routing Business Object API output. Routing Business Object API output.

X_CURR_ITEM_ RETURN_STAT US X_CURR_ITEM_ ERROR_TBL

VARCHAR2

INV_ITEM_GRP .ERROR_TBL_T YPE INV_ITEM_GRP .ITEM_REC_TYP E VARCHAR2

X_MASTER_ITE M_REC

X_MASTER_ITE M_RETURN_ST ATUS X_MASTER_ITE M_ERROR_TBL

INV_ITEM_GRP .ERROR_TBL_T YPE BOM_Rtg_Pub.R tg_Header_Rec_ Type BOM_Rtg_Pub.R tg_Revision_Tbl _Type

x_rtg_header_rec

x_rtg_revision_t bl

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Parameter x_operation_tbl

Type BOM_Rtg_Pub. Operation_Tbl_T ype BOM_Rtg_Pub. Op_Resource_Tb l_Type BOM_Rtg_Pub.S ub_Resource_Tbl _Type BOM_Rtg_Pub. Op_Network_Tb l_Type VARCHAR2

Required -

Default -

Description Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. Routing Business Object API output. BOM Business Object API output. BOM Business Object API output. BOM Business Object API output. BOM Business Object API output.

x_op_resource_t bl

x_sub_resource_ tbl

x_op_network_t bl

x_rtg_return_stat us

x_rtg_msg_count

NUMBER

x_rtg_msg_list

Error_Handler.E rror_Tbl_Type

x_bom_header_r ec

BOM_BO_PUB.B OM_Head_Rec_ Type BOM_BO_PUB.B OM_Revision_T bl_Type BOM_BO_PUB.B OM_Co_mps_Tb l_Type VARCHAR2

x_bom_revision_ tbl

x_bom_compone nt_tbl

x_bom_return_st atus

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Parameter x_bom_msg_cou nt

Type NUMBER

Required -

Default -

Description BOM Business Object API output. BOM Business Object API output. Copy Association API output. Copy Association API output. Copy Association API output. Copy Association API output.

x_bom_msg_list

Error_Handler.E rror_Tbl_Type

x_assoc_return_s tatus

VARCHAR2

x_assoc_msg_co unt

NUMBER

x_assoc_msg_dat a

VARCHAR2

x_act_num_asso ciation_tbl

EAM_Activity_P UB.Activity_Ass ociation_Tbl_Ty pe EAM_Activity_P UB.Activity_Ass ociation_Tbl_Ty pe

x_activity_associ ation_tbl

Copy Association API output.

Package Name:
EAM_ACTIVITY_PUB

Procedure Name:
CREATE_ACTIVITY_WITH_TEMPLATE The Copy Activity API is used to create a new Activity from an pre-defined template. The table below provides the specifications for this API:

eAM Open Interfaces and APIs 5-87

Parameter P_API_VERSIO N P_INIT_MSG_LI ST P_COMMIT

Type NUMBER

Required Yes

Default -

Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

VARCHAR2

P_VALIDATIO N_LEVEL

NUMBER

X_RETURN_ST ATUS

VARCHAR2

Standard Oracle API output parameter Standard Oracle API output parameter Standard Oracle API output parameter Organization id

X_MSG_COUNT

NUMBER

X_MSG_DATA

VARCHAR2

P_ORGANIZATI ON_ID P_ORGANIZATI ON_CODE P_ASSET_ACTI VITY P_SEGMENT1 P_SEGMENT2 P_SEGMENT3 P_SEGMENT4

NUMBER

NUMBER

Organization code Activity

VARCHAR2

NULL

VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2

NULL NULL NULL NULL

Segment1 Segment2 Segment3 Segment4

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Parameter P_SEGMENT5 P_SEGMENT6 P_SEGMENT7 P_SEGMENT8 P_SEGMENT9 P_SEGMENT10 P_SEGMENT11 P_SEGMENT12 P_SEGMENT13 P_SEGMENT14 P_SEGMENT15 P_SEGMENT16 P_SEGMENT17 P_SEGMENT18 P_SEGMENT19 P_SEGMENT20 P_DESCRIPTIO N P_TEMPLATE_I D P_TEMPLATE_ NAME

Type VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2 VARCHAR2

Required -

Default NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL -

Description Segment5 Segment6 Segment7 Segment8 Segment9 Segment10 Segment11 Segment12 Segment13 Segment14 Segment15 Segment16 Segment17 Segment18 Segment19 Segment20 Description

NUMBER

NULL

Template id

VARCHAR2

NULL

Name of template

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Parameter P_ACTIVITY_TY PE_CODE P_ACTIVITY_C AUSE_CODE P_SHUTDOWN _TYPE_CODE P_NOTIFICATI ON_REQ_FLAG

Type VARCHAR2

Required -

Default NULL

Description Activity code

VARCHAR2

NULL

Activity cause

VARCHAR2

NULL

Shutdown Type

VARCHAR2

NULL

Notification Required Flag (Y for enabled, N for disabled) Activity Source

P_ACTIVITY_S OURCE_CODE X_CURR_ITEM_ REC

VARCHAR2

NULL

INV_ITEM_GRP .ITEM_REC_TYP E

Output. Validated current item record. Output. Current item creation return status. Output. Current item creation error table. Output. Validated master item record. Output. Master item creation return status. Output. Master item creation error table.

X_CURR_ITEM_ RETURN_STAT US X_CURR_ITEM_ ERROR_TBL

VARCHAR2

INV_ITEM_GRP .ITEM_ERROR_ TBL_TYPE INV_ITEM_GRP .ITEM_REC_TYP E VARCHAR2

X_MASTER_ITE M_REC

X_MASTER_ITE M_RETURN_ST ATUS X_MASTER_ITE M_ERROR_TBL

INV_ITEM_GRP .ITEM_REC_TYP E

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Column Name organization_id organization_code wip_entity_id wip_entity_name

Type NUMBER VARCHAR2(3) NUMBER VARCHAR2(240)

Default NULL NULL NULL NULL

Column Name organization_id asset_activity_id start_date_active end_date_active priority_code attribute_category attribute1 attribute2 attribute3 attribute4 attribute5 attribute6 attribute7 attribute8

Type NUMBER NUMBER DATE DATE VARCHAR2(30) VARCHAR2(30) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150)

Default NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

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Column Name attribute9 attribute10 attribute11 attribute12 attribute13 attribute14 attribute15 owning_department_id activity_cause_code activity_type_code activity_source_code class_code maintenance_object_id genealogy_id inventory_item_id serial_number activity_association_id tagging_required_flag shutdown_type_code templ_flag

Type VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) NUMBER VARCHAR2(30) VARCHAR2(30) VARCHAR2(30) VARCHAR2(10) NUMBER NUMBER NUMBER VARCHAR2(30) NUMBER VARCHAR2(1) VARCHAR2(30) VARCHAR2(1)

Default NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL NULL

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Column Name creation_organization_id return_status error_mesg

Type NUMBER VARCHAR2(1) VARCHAR2(240)

Default NULL NULL NULL

TYPE activity_association_tbl_type IS TABLE OF activity_association_rec_type INDEX BY BINARY_INTEGER

Related Topics
BOM Business Object API, Oracle Manufacturing APIs and Open Interfaces Manual Item Creation Business Object API, Oracle Manufacturing APIs and Open Interfaces Manual

EAM Activity Association API


Package Name:
EAM_ITEM_ACTIVITIES_PUB

Procedure Name:
Insert_item_activities The EAM_ITEM_ACTIVITIES_PUB.Insert_item_activities public API is used to create new Activity associations. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE

p_commit

VARCHAR2

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Parameter p_validation_lev el

Type NUMBER

Required

Default FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter Asset Activity ID

p_asset_activity_ id p_inventory_ite m_id p_organization_i d p_owningdepart ment_id p_maintenance_ object_id p_creation_orga nization_id p_start_date_acti ve p_end_date_acti ve p_priority_code

NUMBER

Yes

NUMBER

NULL

Inventory Item ID Organization ID

NUMBER

Yes

NUMBER

NULL

Owning Department ID Maintenance Object ID Creation Organization ID Start Date Active

NUMBER

NULL

NUMBER

NULL

DATE

NULL

DATE

NULL

End Date Active

VARCHAR2

NULL

Priority Code

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Parameter p_activity_cause _code p_activity_type_ code p_shutdown_typ e_code p_maintenance_ object_type p_tmpl_flag p_class_code p_activity_sourc e_code p_serial_number p_attribute_cate gory p_attribute1

Type VARCHAR2

Required -

Default NULL

Description Activity Cause code Activity Type code Shutdown Type code Maintenance Object Type Template flag Class code Activity Source code Serial Number Attribute Category Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

VARCHAR2

NULL

VARCHAR2

NULL

NUMBER

NULL

VARCHAR2 VARCHAR2 VARCHAR2

NULL NULL NULL

VARCHAR2 VARCHAR2

NULL NULL

VARCHAR2

NULL

p_attribute2

VARCHAR2

NULL

p_attribute3

VARCHAR2

NULL

p_attribute4

VARCHAR2

NULL

p_attribute5

VARCHAR2

NULL

p_attribute6

VARCHAR2

NULL

eAM Open Interfaces and APIs 5-95

Parameter p_attribute7

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Tagging Required flag Last Service Start Date Last Service End Date Previous Service Start Date Previous Service End Date

p_attribute8

VARCHAR2

NULL

p_attribute9

VARCHAR2

NULL

p_attribute10

VARCHAR2

NULL

p_attribute11

VARCHAR2

NULL

p_attribute12

VARCHAR2

NULL

p_attribute13

VARCHAR2

NULL

p_attribute14

VARCHAR2

NULL

p_attribute15

VARCHAR2

NULL

p_tagging_requi red_flag p_last_service_st art_date p_last_service_e nd_date p_prev_service_s tart_date p_prev_service_ end_date

VARCHAR2

NULL

DATE

NULL

DATE

NULL

DATE

NULL

DATE

NULL

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Parameter p_source_tmpl_i d p_pm_last_servi ce_tbl

Type NUMBER

Required -

Default NULL

Description Source Template ID PM Last Service table

EAM_PM_LAST _SERVICE_PUB. pm_last_service_ tbl

Yes

Package Name:
EAM_ITEM_ACTIVITIES_PUB

Procedure Name:
Update_item_activities The EAM_ITEM_ACTIVITIES_PUB.Update_item_activities public API is used to update existing Activity associations. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL

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Parameter x_msg_data

Type VARCHAR2

Required -

Default -

Description Standard Oracle API output parameter Asset Activity ID

p_asset_activity_ id p_inventory_ite m_id p_organization_i d p_owningdepart ment_id p_maintenance_ object_id p_creation_orga nization_id p_start_date_acti ve p_end_date_acti ve p_priority_code p_activity_cause _code p_activity_type_ code p_shutdown_typ e_code p_maintenance_ object_type

NUMBER

Yes

NUMBER

NULL

Inventory Item ID Organization ID

NUMBER

Yes

NUMBER

NULL

Owning Department ID Maintenance Object ID Creation Organization ID Start Date Active

NUMBER

NULL

NUMBER

NULL

DATE

NULL

DATE

NULL

End Date Active

VARCHAR2 VARCHAR2

NULL NULL

Priority Code Activity Cause code Activity Type code Shutdown Type code Maintenance Object Type

VARCHAR2

NULL

VARCHAR2

NULL

NUMBER

NULL

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Parameter p_tmpl_flag p_class_code p_activity_sourc e_code p_serial_number p_attribute_cate gory p_attribute1

Type VARCHAR2 VARCHAR2 VARCHAR2

Required -

Default NULL NULL NULL

Description Template flag Class code Activity Source code Serial Number Attribute Category Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

VARCHAR2 VARCHAR2

NULL NULL

VARCHAR2

NULL

p_attribute2

VARCHAR2

NULL

p_attribute3

VARCHAR2

NULL

p_attribute4

VARCHAR2

NULL

p_attribute5

VARCHAR2

NULL

p_attribute6

VARCHAR2

NULL

p_attribute7

VARCHAR2

NULL

p_attribute8

VARCHAR2

NULL

p_attribute9

VARCHAR2

NULL

p_attribute10

VARCHAR2

NULL

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Parameter p_attribute11

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Tagging Required flag Last Service Start Date Last Service End Date Previous Service Start Date Previous Service End Date Source Template ID PM Last Service table

p_attribute12

VARCHAR2

NULL

p_attribute13

VARCHAR2

NULL

p_attribute14

VARCHAR2

NULL

p_attribute15

VARCHAR2

NULL

p_tagging_requi red_flag p_last_service_st art_date p_last_service_e nd_date p_prev_service_s tart_date p_prev_service_ end_date p_source_tmpl_i d p_pm_last_servi ce_tbl

VARCHAR2

NULL

DATE

NULL

DATE

NULL

DATE

NULL

DATE

NULL

NUMBER

NULL

EAM_PM_LAST _SERVICE_PUB. pm_last_service_ tbl

Yes

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EAM Activity Suppression API


Package Name:
EAM_ActivitySupn_PUB

Procedure Name:
Insert_ActivitySupn The EAM_ActivitySupn_PUB.Insert_ActivitySupn public API is used to create new Activity Suppressions. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter Parent Association ID Child Association ID

p_parent_associa tion_id p_child_associati on_id

NUMBER

Yes

NUMBER

Yes

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Parameter p_tmpl_flag p_description p_attribute_cate gory p_attribute1

Type VARCHAR2 VARCHAR2 VARCHAR2

Required -

Default NULL NULL NULL

Description Template flag Description Attribute Category Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

VARCHAR2

NULL

p_attribute2

VARCHAR2

NULL

p_attribute3

VARCHAR2

NULL

p_attribute4

VARCHAR2

NULL

p_attribute5

VARCHAR2

NULL

p_attribute6

VARCHAR2

NULL

p_attribute7

VARCHAR2

NULL

p_attribute8

VARCHAR2

NULL

p_attribute9

VARCHAR2

NULL

p_attribute10

VARCHAR2

NULL

p_attribute11

VARCHAR2

NULL

p_attribute12

VARCHAR2

NULL

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Parameter p_attribute13

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

p_attribute14

VARCHAR2

NULL

p_attribute15

VARCHAR2

NULL

Package Name:
EAM_ActivitySupn_PUB

Procedure Name:
Update_ActivitySupn The EAM_ActivitySupn_PUB.Update_ActivitySupn public API is used to update existing Activity Suppressions. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL

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Parameter x_msg_data

Type VARCHAR2

Required -

Default -

Description Standard Oracle API output parameter Parent Association ID Child Association ID Template flag Description Attribute Category Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

p_parent_associa tion_id p_child_associati on_id p_tmpl_flag p_description p_attribute_cate gory p_attribute1

NUMBER

Yes

NUMBER

Yes

VARCHAR2 VARCHAR2 VARCHAR2

NULL NULL NULL

VARCHAR2

NULL

p_attribute2

VARCHAR2

NULL

p_attribute3

VARCHAR2

NULL

p_attribute4

VARCHAR2

NULL

p_attribute5

VARCHAR2

NULL

p_attribute6

VARCHAR2

NULL

p_attribute7

VARCHAR2

NULL

p_attribute8

VARCHAR2

NULL

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Parameter p_attribute9

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

p_attribute10

VARCHAR2

NULL

p_attribute11

VARCHAR2

NULL

p_attribute12

VARCHAR2

NULL

p_attribute13

VARCHAR2

NULL

p_attribute14

VARCHAR2

NULL

p_attribute15

VARCHAR2

NULL

EAM Set Name API


Package Name:
EAM_SetName_PUB

Procedure Name:
Insert_PMSetName The EAM_SetName_PUB.Insert_PMSetName public API is used to create new Set Names. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter

eAM Open Interfaces and APIs 5-105

Parameter p_init_msg_list

Type VARCHAR2

Required -

Default FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter Standard Oracle API parameter

x_msg_count

NUMBER

FND_API.G_VA LID_LEVEL_FU LL -

x_msg_data

VARCHAR2

Standard Oracle API output parameter Set Name Description End Date Attribute Category Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

p_set_name p_description p_end_date p_attribute_cate gory p_attribute1

VARCHAR2 VARCHAR2 DATE VARCHAR2

Yes -

NULL NULL NULL

VARCHAR2

NULL

p_attribute2

VARCHAR2

NULL

p_attribute3

VARCHAR2

NULL

p_attribute4

VARCHAR2

NULL

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Parameter p_attribute5

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Newly create Set Name's ID

p_attribute6

VARCHAR2

NULL

p_attribute7

VARCHAR2

NULL

p_attribute8

VARCHAR2

NULL

p_attribute9

VARCHAR2

NULL

p_attribute10

VARCHAR2

NULL

p_attribute11

VARCHAR2

NULL

p_attribute12

VARCHAR2

NULL

p_attribute13

VARCHAR2

NULL

p_attribute14

VARCHAR2

NULL

p_attribute15

VARCHAR2

NULL

x_new_set_name

NUMBER

eAM Open Interfaces and APIs 5-107

Parameter p_end_date_val_ req

Type VARCHAR2

Required -

Default 'true'

Description Flag indicating if the validation end date is in the future. This flag is 'true' by default, and is 'false' only when the API is called by the iSetup API.

Package Name:
EAM_SetName_PUB

Procedure Name:
Update_PMSetName The EAM_SetName_PUB.Update_PMSetName public API is used to update existing Set Names. The table below provides the specifications for this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter

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Parameter x_msg_count

Type NUMBER

Required -

Default FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter

x_msg_data

VARCHAR2

Standard Oracle API output parameter Set Name of the record to update Set Name Description End Date Attribute Category Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield

p_set_name_id

NUMBER

Yes

p_set_name p_description p_end_date p_attribute_cate gory p_attribute1

VARCHAR2 VARCHAR2 DATE VARCHAR2

Yes -

NULL NULL NULL

VARCHAR2

NULL

p_attribute2

VARCHAR2

NULL

p_attribute3

VARCHAR2

NULL

p_attribute4

VARCHAR2

NULL

p_attribute5

VARCHAR2

NULL

p_attribute6

VARCHAR2

NULL

p_attribute7

VARCHAR2

NULL

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Parameter p_attribute8

Type VARCHAR2

Required -

Default NULL

Description Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Descriptive Flexfield Flag indicating if the validation end date is in the future. This flag is 'true' by default, and is 'false' only when the API is called by the iSetup API.

p_attribute9

VARCHAR2

NULL

p_attribute10

VARCHAR2

NULL

p_attribute11

VARCHAR2

NULL

p_attribute12

VARCHAR2

NULL

p_attribute13

VARCHAR2

NULL

p_attribute14

VARCHAR2

NULL

p_attribute15

VARCHAR2

NULL

p_end_date_val_ req

VARCHAR2

'true'

Maintenance Object Instantiation API


Package Name:
EAM_OBJECTINSTANTIATION_PUB

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Procedure Name:
INSTANTIATE_OBJECT The Maintenance Object Instantiation API is first triggered after the creation of a Maintenance Object. It will then call the private packages for the Activity Instantiation (from the Maintenance Item/Activity Templates), and Preventive Maintenance and Meter Instantiations (from their templates). The table below provides the specifications for this API:
Parameter P_API_VERSIO N P_INIT_MSG_LI ST P_COMMIT Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

VARCHAR2

P_VALIDATIO N_LEVEL

NUMBER

X_RETURN_ST ATUS

VARCHAR2

Standard Oracle API output parameter Standard Oracle API output parameter Standard Oracle API output parameter Standard Oracle API output parameter Supports Type 1 (Serial Numbers)

X_MSG_COUNT

NUMBER

X_MSG_DATA

VARCHAR2

P_MAINTENAN CE_OBJECT_ID

NUMBER

Yes

P_MAINTENAN CE_OBJECT_TY PE

NUMBER

Yes

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Parameter P_COMMIT

Type VARCHAR2

Required -

Default FND_API.G_FA LSE

Description Standard Oracle API parameter

TYPE association_id_tbl_type IS TABLE OF number INDEX BY BINARY_INTEGER

Work Order Business Object API


Package Name:
EAM_PROCESS_WO_PUB

Procedure Name:
Process_Master_Child_WO The EAM_PROCESS_WO_PUB.Process_Master_Child_WO public API is used to create and update Work Orders, Work Order Relationships, Operations, Operation Networks, Material, Resources, and Resource instances. The table below provides the specifications of this API:
Parameter p_po_identifier Type VARCHAR2 Required Yes Default EAM Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter PL SQL table containing one or more records that identify the relationship between Work Orders

p_api_version_n umber p_init_msg_list

NUMBER

Yes

1.0

BOOLEAN

Yes

FALSE

p_eam_wo_relati ons_tbl

EAM_PROCESS _WO_PUB.eam_ wo_relations_tbl _type

Yes

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Parameter p_eam_wo_tbl

Type EAM_PROCESS _WO_PUB.eam_ wo_tbl_type

Required Yes

Default -

Description PL/SQL table containing one or more records that identify Work Orders to process PL/SQL table containing one or more records that identify Work Order operations to process PL/SQL table containing one or more records that identify Work Order operation networks to process PL/SQL table containing one or more records that identify Work Order resource requirements to process PL/SQL table containing one or more records that identify Work Order resource instances to process

p_eam_op_tbl

EAM_PROCESS _WO_PUB.eam_ op_tbl_type

Yes

p_eam_op_netw ork_tbl

EAM_PROCESS _WO_PUB.eam_ op_network_tbl_ type

Yes

p_eam_res_tbl

EAM_PROCESS _WO_PUB.eam_ res_tbl_type

Yes

p_eam_res_inst_ tbl

EAM_PROCESS _WO_PUB.eam_ res_inst_tbl_type

Yes

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Parameter p_eam_sub_res_ tbl

Type EAM_PROCESS _WO_PUB.eam_ sub_res_tbl_type

Required Yes

Default -

Description PL/SQL table containing one or more records that identify Work Order substitute resources to process PL/SQL table containing one or more records that identify Work Order material requirements to process PL/SQL table containing one or more records that identify Work Order description-base d direct items to process output PL/SQL table containing one or more records that identify Work Orders that were processed and their post-processing attributes

p_eam_mat_req_ tbl

EAM_PROCESS _WO_PUB.eam_ mat_req_tbl_typ e

Yes

p_eam_direct_ite ms_tbl

EAM_PROCESS _WO_PUB.eam_ direct_items_tbl_ type

Yes

x_eam_wo_tbl

EAM_PROCESS _WO_PUB.eam_ wo_tbl_type

Yes

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Parameter x_eam_wo_relati ons_tbl

Type EAM_PROCESS _WO_PUB.eam_ wo_relations_tbl _type

Required Yes

Default -

Description output PL/SQL table containing one or more records that identify Work Order relationships that were processed and their post-processing attributes output PL/SQL table containing one or more records that identify Work Order operations that were processed and their post-processing attributes output PL/SQL table containing one or more records that identify Work Order operation networks that were processed and their post-processing attributes

x_eam_op_tbl

EAM_PROCESS _WO_PUB.eam_ op_tbl_type

Yes

x_eam_op_netw ork_tbl

EAM_PROCESS _WO_PUB.eam_ op_network_tbl_ type

Yes

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Parameter x_eam_res_tbl

Type EAM_PROCESS _WO_PUB.eam_ res_tbl_type

Required Yes

Default -

Description output PL/SQL table containing one or more records that identify Work Order resource requirements that were processed and their post-processing attributes output PL/SQL table containing one or more records that identify Work Order resource instances that were processed and their post-processing attributes output PL/SQL table containing one or more records that identify Work Order substitute resources that were processed and their post-processing attributes

x_eam_res_inst_t bl

EAM_PROCESS _WO_PUB.eam_ res_inst_tbl_type

Yes

x_eam_sub_res_t bl

EAM_PROCESS _WO_PUB.eam_ sub_res_tbl

Yes

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Parameter x_eam_mat_req_ tbl

Type EAM_PROCESS _WO_PUB.eam_ mat_req_tbl_typ e

Required Yes

Default -

Description output PL/SQL table containing one or more records that identify Work Order material requirements that were processed and their post-processing attributes output PL/SQL table containing one or more records that identify Work Order description-base d direct items that were processed and their post-processing attributes Standard Oracle API output parameter Standard Oracle API output parameter Standard Oracle API output parameter Standard Oracle API output parameter

x_eam_direct_ite ms_tbl

EAM_PROCESS _WO_PUB.eam_ direct_items_tbl_ type

Yes

x_return_status

VARCHAR2

Yes

x_msg_count

NUMBER

Yes

p_commit

VARCHAR2

Yes

p_debug

VARCHAR2

Yes

eAM Open Interfaces and APIs 5-117

Parameter p_output_dir

Type VARCHAR2

Required Yes

Default NULL

Description The output directory where the debug messages are written to, if the debug parameter is set to Yes. This directory should be accessible by the database. The output file name where the debug messages are written to, if the debug parameter is set to Yes. The directory should be accessible by the database. The debug file should open in this mode, for example, in append or overwrite mode.

p_debug_filena me

VARCHAR2

Yes

EAM_WO_DEB UG.log

p_debug_file_m ode

VARCHAR2

Yes

Following are the columns that must pass for p_eam_wo_relations_tbl record type:
Column BATCH_ID WO_RELATIONSHIP_ID PARENT_OBJECT_ID PARENT OBJECT_TYPE_ID PARENT_HEADER_ID Type NUMBER NUMBER NUMBER NUMBER NUMBER

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Column CHILD_OBJECT_ID CHILD_OBJECT_TYPE_ID CHILD_HEADER_ID PARENT_RELATIONSHIP_TYPE RELATIONSHIP_STATUS TOP_LEVEL_OBJECT_ID TOP_LEVEL_OBJECT_TYPE_ID TOP_LEVEL_HEADER_ID ADJUST_PARENT RETURN_STATUS TRANSACTION_TYPE ROW_ID

Type NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER VARCHAR2(1) VARCHAR2(1) NUMBER NUMBER

Following are the columns that must pass for p_eam_wo_tbl record type:
Column HEADER_ID BATCH_ID ROW_ID WIP_ENTITY_NAME WIP_ENTITY_ID ORGANIZATION_ID Type NUMBER NUMBER NUMBER VARCHAR2(240) NUMBER NUMBER

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Column DESCRIPTION ASSET_NUMBER ASSET_GROUP_ID REBUILD_ITEM_ID REBUILD_SERIAL_NUMBER MAINTENANCE_OBJECT_ID MAINTENANCE_OBJECT_TYPE MAINTENANCE_OBJECT_SOURCE CLASS_CODE ASSET_ACTIVITY_ID ACTIVITY_TYPE ACTIVITY_CAUSE ACTIVITY_SOURCE WORK_ORDER_TYPE STATUS_TYPE JOB_QUANTITY DATE_RELEASED OWNING_DEPARTMENT PRIORITY REQUESTED_START_DATE

Type VARCHAR2(240) VARCHAR2(30) NUMBER NUMBER VARCHAR2(30) NUMBER NUMBER NUMBER VARCHAR2(10) NUMBER VARCHAR2(30) VARCHAR2(30) VARCHAR2(30) VARCHAR2(30) NUMBER NUMBER DATE NUMBER NUMBER DATE

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Column DUE_DATE SHUTDOWN_TYPE FIRM_PLANNED_FLAG NOTIFICATION_REQUIRED TAGOUT_REQUIRED PLAN_MAINTENANCE PROJECT_ID TASK_ID END_ITEM_UNIT_NUMBER SCHEDULE_GROUP_ID BOM_REVISION_DATE ROUTING_REVISION_DATE ALTERNATE_ROUTING_DESIGNATOR ALTERNATE_BOM_DESIGNATOR ROUTING_REVISION BOM_REVISION PARENT_WIP_ENTITY_ID MANUAL_REBUILD_FLAG PM_SCHEDULE_ID WIP_SUPPLY_TYPE

Type DATE VARCHAR2(30) NUMBER VARCHAR2(1) VARCHAR2(1) VARCHAR2(1) NUMBER NUMBER VARCHAR2(30) NUMBER DATE DATE VARCHAR2(10) VARCHAR2(10) VARCHAR2(3) VARCHAR2(3) NUMBER VARCHAR2(1) NUMBER NUMBER

eAM Open Interfaces and APIs 5-121

Column MATERIAL_ACCOUNT MATERIAL_OVERHEAD_ACCOUNT RESOURCE_ACCOUNT OUTSIDE_PROCESSING_ACCOUNT MATERIAL_VARIANCE_ACCOUNT RESOURCE_VARIANCE_ACCOUNT OUTSIDE_PROC_VARIANCE_ACCOUNT STD_COST_ADJUSTMENT_ACCOUNT OVERHEAD_ACCOUNT OVERHEAD_VARIANCE_ACCOUNT SCHEDULED_START_DATE SCHEDULED_COMPLETION_DATE COMMON_BOM_SEQUENCE_ID COMMON_ROUTING_SEQUENCE_ID PO_CREATION_TIME GEN_OBJECT_ID MATERIAL_ISSUE_BY_MO USER_ID RESPONSIBILITY_ID SOURCE_LINE_ID

Type NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER DATE DATE NUMBER NUMBER NUMBER NUMBER VARCHAR2(1) NUMBER NUMBER NUMBER

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Column SOURCE_CODE ATTRIBUTE_CATEGORY ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE6 ATTRIBUTE7 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE12 ATTRIBUTE13 ATTRIBUTE14 ATTRIBUTE15 ISSUE_ZERO_COST_FLAG USER_ID RESPONSIBILITY_ID

Type VARCHAR2(30) VARCHAR2(30) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(1) NUMBER NUMBER

eAM Open Interfaces and APIs 5-123

Column REQUEST_ID PROGRAM_ID PROGRAM_APPLICATION_ID SOURCE_LINE_ID SOURCE_CODE VALIDATE_STRUCTURE RETURN_STATUS TRANSACTION_TYPE

Type NUMBER NUMBER NUMBER NUMBER VARCHAR2(30) VARCHAR2(1) VARCHAR2(1) NUMBER

Following are the columns that must pass for p_eam_op_tbl record type:
Column HEADER_ID ROW_ID BATCH_ID WIP_ENTITY_ID ORGANIZATION_ID OPERATION_SEQ_NUM STANDARD_OPERATION_ID DEPARTMENT_ID OPERATION_SEQUENCE_ID DESCRIPTION Type NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER VARCHAR2(240)

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Column MINIMUM_TRANSFER_QUANTITY COUNT_POINT_TYPE BACKFLUSH_FLAG SHUTDOWN_TYPE START_DATE COMPLETION_DATE LONG_DESCRIPTION ATTRIBUTE_CATEGORY ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE6 ATTRIBUTE7 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE12

Type NUMBER NUMBER NUMBER VARCHAR2(30) DATE DATE VARCHAR2(4000) VARCHAR2(30) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150)

eAM Open Interfaces and APIs 5-125

Column ATTRIBUTE13 ATTRIBUTE14 ATTRIBUTE15 REQUEST_ID PROGRAM_ID PROGRAM_APPLICATION_ID RETURN_STATUS TRANSACTION_TYPE

Type VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) NUMBER NUMBER NUMBER VARCHAR2(1) NUMBER

Following are the columns that must pass for p_eam_op_network_tbl record type:
Column HEADER_ID ROW_ID BATCH_ID WIP_ENTITY_ID ORGANIZATION_ID PRIOR_OPERATION NEXT_OPERATION ATTRIBUTE_CATEGORY ATTRIBUTE1 ATTRIBUTE2 Type NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER VARCHAR2(30) VARCHAR2(150) VARCHAR2(150)

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Column ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE6 ATTRIBUTE7 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE12 ATTRIBUTE13 ATTRIBUTE14 ATTRIBUTE15 RETURN_STATUS TRANSACTION_TYPE

Type VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(1) NUMBER

Following are the columns that must pass for p_eam_mat_req_tbl record type:
Column HEADER_ID ROW_ID BATCH_ID Type NUMBER NUMBER NUMBER

eAM Open Interfaces and APIs 5-127

Column WIP_ENTITY_ID ORGANIZATION_ID OPERATION_SEQ_NUM INVENTORY_ITEM_ID QUANTITY_PER_ASSEMBLY DEPARTMENT_ID WIP_SUPPLY_TYPE DATE_REQUIRED REQUIRED_QUANTITY REQUESTED_QUANTITY RELEASED_QUANTITY QUANTITY_ISSUED SUPPLY_SUBINVENTORY SUPPLY_LOCATOR_ID MRP_NET_FLAG MPS_REQUIRED_QUANTITY MPS_DATE_REQUIRED COMPONENT_SEQUENCE_ID COMMENTS AUTO_REQUEST_MATERIAL

Type NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER DATE NUMBER NUMBER NUMBER NUMBER VARCHAR2(10) NUMBER NUMBER NUMBER DATE NUMBER VARCHAR2(240) VARCHAR2(1)

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Column ATTRIBUTE_CATEGORY ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE6 ATTRIBUTE7 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE12 ATTRIBUTE13 ATTRIBUTE14 ATTRIBUTE15 SUGGESTED_VENDOR_NAME VENDOR_ID UNIT_PRICE REQUEST_ID

Type VARCHAR2(30) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(240) NUMBER NUMBER NUMBER

eAM Open Interfaces and APIs 5-129

Column PROGRAM_ID PROGRAM_APPLICATION_ID PROGRAM_UPDATE_DATE RETURN_STATUS TRANSACTION_TYPE

Type NUMBER NUMBER DATE VARCHAR2(1) NUMBER

Following are the columns that must pass for p_eam_res_tbl record type:
Column HEADER_ID ROW_ID BATCH_ID WIP_ENTITY_ID ORGANIZATION_ID OPERATION_SEQ_NUM RESOURCE_SEQ_NUM RESOURCE_ID UOM_CODE BASIS_TYPE USAGE_RATE_OR_AMOUNT ACTIVITY_ID SCHEDULED_FLAG Type NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER VARCHAR2(3) NUMBER NUMBER NUMBER NUMBER

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Column ASSIGNED_UNITS AUTOCHARGE_TYPE STANDARD_RATE_FLAG APPLIED_RESOURCE_UNITS APPLIED_RESOURCE_VALUE START_DATE COMPLETION_DATE SCHEDULE_SEQ_NUM SUBSTITUTE_GROUP_NUM REPLACEMENT_GROUP_NUM ATTRIBUTE_CATEGORY ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE6 ATTRIBUTE7 ATTRIBUTE8 ATTRIBUTE9

Type NUMBER NUMBER NUMBER NUMBER NUMBER DATE DATE NUMBER NUMBER NUMBER VARCHAR2(30) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150)

eAM Open Interfaces and APIs 5-131

Column ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE12 ATTRIBUTE13 ATTRIBUTE14 ATTRIBUTE15 DEPARTMENT_ID REQUEST_ID PROGRAM_ID PROGRAM_APPLICATION_ID PROGRAM_UPDATE_DATE RETURN_STATUS TRANSACTION_TYPE

Type VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) NUMBER NUMBER NUMBER NUMBER DATE VARCHAR2(1) NUMBER

Following are the columns that must pass for p_eam_res_inst_tbl record type:
Column HEADER_ID ROW_ID BATCH_ID WIP_ENTITY_ID ORGANIZATION_ID Type NUMBER NUMBER NUMBER NUMBER NUMBER

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Column OPERATION_SEQ_NUM RESOURCE_SEQ_NUM INSTANCE_ID SERIAL_NUMBER START_DATE COMPLETION_DATE TOP_LEVEL_BATCH_ID

Type NUMBER NUMBER NUMBER VARCHAR2(30) DATE DATE NUMBER

Following are the columns that must pass for p_eam_sub_res_tbl record type:
Column HEADER_ID ROW_ID BATCH_ID WIP_ENTITY_ID ORGANIZATION_ID OPERATION_SEQ_NUM RESOURCE_SEQ_NUM RESOURCE_ID UOM_CODE BASIS_TYPE USAGE_RATE_OR_AMOUNT Type NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER VARCHAR2(3) NUMBER NUMBER

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Column ACTIVITY_ID SCHEDULED_FLAG ASSIGNED_UNITS AUTOCHARGE_TYPE STANDARD_RATE_FLAG APPLIED_RESOURCE_UNITS APPLIED_RESOURCE_VALUE START_DATE COMPLETION_DATE SCHEDULE_SEQ_NUM SUBSTITUTE_GROUP_NUM REPLACEMENT_GROUP_NUM ATTRIBUTE_CATEGORY ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE6 ATTRIBUTE7

Type NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER DATE DATE NUMBER NUMBER NUMBER VARCHAR2(30) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150)

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Column ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE12 ATTRIBUTE13 ATTRIBUTE14 ATTRIBUTE15 DEPARTMENT_ID REQUEST_ID PROGRAM_ID PROGRAM_APPLICATION_ID PROGRAM_UPDATE_DATE RETURN_STATUS TRANSACTION_TYPE

Type VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) NUMBER NUMBER NUMBER NUMBER DATE VARCHAR2(1) NUMBER

Following are the columns that must pass for p_eam_res_usage_tbl record type:
Column HEADER_ID ROW_ID BATCH_ID Type NUMBER NUMBER NUMBER

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Column WIP_ENTITY_ID OPERATION_SEQ_NUM RESOURCE_SEQ_NUM ORGANIZATION_ID START_DATE COMPLETION_DATE ASSIGNED_UNITS INSTANCE_ID SERIAL_NUMBER REQUEST_ID PROGRAM_ID PROGRAM_APPLICATION_ID PROGRAM_UPDATE_DATE RETURN_STATUS TRANSACTION_TYPE

Type NUMBER NUMBER NUMBER NUMBER DATE DATE NUMBER NUMBER VARCHAR2(30) NUMBER NUMBER NUMBER DATE VARCHAR2(1) NUMBER

Following are the columns that must pass for p_eam_direct_items_tbl record type:
Column HEADER_ID BATCH_ID ROW_ID Type NUMBER NUMBER NUMBER

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Column DESCRIPTION PURCHASING_CATEGORY_ID DIRECT_ITEM_SEQUENCE_ID OPERATION_SEQ_NUM DEPARTMENT_ID WIP_ENTITY_ID ORGANIZATION_ID SUGGESTED_VENDOR_NAME SUGGESTED_VENDOR_ID SUGGESTED_VENDOR_SITE SUGGESTED_VENDOR_SITE_ID SUGGESTED_VENDOR_CONTACT SUGGESTED_VENDOR_CONTACT_ID SUGGESTED_VENDOR_PHONE SUGGESTED_VENDOR_ITEM_NUM UNIT_PRICE AUTO_REQUEST_MATERIAL REQUIRED_QUANTITY REQUESTED_QUANTITY UOM

Type VARCHAR2(240) NUMBER NUMBER NUMBER NUMBER NUMBER NUMBER VARCHAR2(240) NUMBER VARCHAR2(15) NUMBER VARCHAR2(80) NUMBER VARCHAR2(20) VARCHAR2(25) NUMBER VARCHAR2(1) NUMBER NUMBER VARCHAR2(3)

eAM Open Interfaces and APIs 5-137

Column NEED_BY_DATE ATTRIBUTE_CATEGORY ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE6 ATTRIBUTE7 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE10 ATTRIBUTE11 ATTRIBUTE12 ATTRIBUTE13 ATTRIBUTE14 ATTRIBUTE15 REQUEST_ID PROGRAM_ID PROGRAM_APPLICATION_ID

Type DATE VARCHAR2(30) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) NUMBER NUMBER NUMBER

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Column PROGRAM_UPDATE_DATE RETURN_STATUS TRANSACTION_TYPE

Type DATE VARCHAR2(1) NUMBER

Work Request API


Package Name:
WIP_EAM_WORKREQUEST_PUB

Procedure Name:
Work_Request_Import The WIP_EAM_WORKREQUEST_PUB.Work_Request_Import public API is used to create and update Work Requests. The table below provides the specifications of this API:
Parameter p_api_version Type NUMBER Required Yes Default Description Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter Standard Oracle API parameter

p_init_msg_list

VARCHAR2

FND_API.G_FA LSE FND_API.G_FA LSE FND_API.G_VA LID_LEVEL_FU LL -

p_commit

VARCHAR2

p_validation_lev el

NUMBER

x_return_status

VARCHAR2

Standard Oracle API output parameter

eAM Open Interfaces and APIs 5-139

Parameter x_msg_count

Type NUMBER

Required -

Default FND_API.G_VA LID_LEVEL_FU LL -

Description Standard Oracle API parameter

x_msg_data

VARCHAR2

Standard Oracle API output parameter Import mode is 'CREATE' or 'UPDATE' Rowtype record from WIP_EAM_WO RK_REQUESTS table Work Request problem description that appends to the Work Request log, specified during 'CREATE' and 'UPDATE' user ID of person creating Work Request If import mode = 'CREATE', the Work Request ID for the newly created Work Request returns. If import mode = 'UPDATE', the Work Request ID of the Work Request being updated returns.

p_mode

VARCHAR2

Yes

p_work_request _rec

WIP_EAM_WO RKREQUESTS% ROWTYPE

Yes

p_request_log

VARCHAR2

Yes

p_user_id

NUMBER

Yes

x_work_request_ id

NUMBER

5-140 Oracle Enterprise Asset Management Implementation Guide

The following columns need to pass for p_work_request_rec:


Column WORK_REQUEST_ID WORK_REQUEST_NUMBER ASSET_NUMBER ORGANIZATION ID WORK_REQUEST_STATUS_ID WORK_REQUEST_PRIORITY_ID WORK_REQUEST_OWNING_DEPT EXPECTED_RESOLUTION_DATE ATTRIBUTE_CATEGORY ATTRIBUTE1 ATTRIBUTE2 ATTRIBUTE3 ATTRIBUTE4 ATTRIBUTE5 ATTRIBUTE6 ATTRIBUTE7 ATTRIBUTE8 ATTRIBUTE9 ATTRIBUTE10 ATTRIBUTE11 Type NUMBER VARCHAR2(64) VARCHAR2(30) NUMBER NUMBER NUMBER NUMBER DATE VARCHAR2(30) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150)

eAM Open Interfaces and APIs 5-141

Column ATTRIBUTE12 ATTRIBUTE13 ATTRIBUTE14 ATTRIBUTE15 WORK_REQUEST_TYPE_ID WORK_REQUEST_CREATED_FOR PHONE_NUMBER E_MAIL CONTACT_PREFERENCE NOTIFY_ORIGINATOR

Type VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) VARCHAR2(150) NUMBER NUMBER VARCHAR2(4000) VARCHAR2(240) NUMBER NUMBER

5-142 Oracle Enterprise Asset Management Implementation Guide

6
eAM Descriptive Flexfields
This chapter covers the following topics: eAM Descriptive Flexfields

eAM Descriptive Flexfields


A flexfield is a field comprised of sub-fields, or segments. There are two types of flexfields: key flexfields and descriptive flexfields. A key flexfield appears on your form as a normal text field with an appropriate prompt. A descriptive flexfield appears on your form as a two-character-wide text field with square brackets [ ] as its prompt. When opened, both types of flexfields appear as a pop-up window that contains a separate field and prompt for each segment. Each segment has a name and a set of valid values. The values might also have value descriptions. Descriptive flexfields provide customizable "expansion space" on your windows and pages. You can use descriptive flexfields to track additional information, important and unique to your business, that would not otherwise be captured by the window. Descriptive flexfields can be context sensitive, where the information your application stores depends on other values your users enter in other parts of the window. A descriptive flexfield appears on a form as a single-character, unnamed field enclosed in brackets. Just like with a key flexfield, a pop-up window appears when you move your cursor into a customized descriptive flexfield. Like a key flexfield, the pop-up window has as many fields as your organization needs. Each field or segment in a descriptive flexfield has a prompt, just like ordinary fields, and can have a set of valid values. Your organization can define dependencies among the segments or customize a descriptive flexfield to display context-sensitive segments, so that different segments or additional pop-up windows appear depending on the values you enter in other fields or segments. The following is a list of eAM's Descriptive Flexfields:

eAM Descriptive Flexfields 6-1

Form: Define Asset Number Field Descriptive Flexfield Name Serial Numbers Serial Numbers Asset Attributes Asset Activity Association Asset Routes Association Descriptive Flexfield Owner Oracle Inventory Oracle Inventory Oracle Inventory Oracle Inventory

ASSET_NUMBERS.DESC_FLEX ASSET_NUMBERS.DESC_FLEX_MIR ATTRIBUTE_VALUES.DESC_FLEX EAM_ASSET_ACTIVITIES.DESC_FLEX

NETWORK_ASSET_ASSOC.DESC_FLEX

Oracle Inventory

Form: Asset Route Field Descriptive Flexfield Name Serial Numbers Serial Numbers Asset Attributes Asset Activity Association Asset Routes Association Descriptive Flexfield Owner Oracle Inventory Oracle Inventory Oracle Inventory Oracle Inventory

ASSET_NUMBERS.DESC_FLEX ASSET_NUMBERS.DESC_FLEX_MIR ATTRIBUTE_VALUES.DESC_FLEX EAM_ASSET_ACTIVITIES.DESC_FLEX

NETWORK_ASSET_ASSOC.DESC_FLEX

Oracle Inventory

Form: Define Rebuildable Serial Number Field Descriptive Flexfield Name Serial Numbers Descriptive Flexfield Owner Oracle Inventory

ASSET_NUMBERS.DESC_FLEX

6-2 Oracle Enterprise Asset Management Implementation Guide

Field

Descriptive Flexfield Name Serial Numbers Asset Attributes Asset Activity Association Asset Routes Association

Descriptive Flexfield Owner Oracle Inventory Oracle Inventory Oracle Inventory

ASSET_NUMBERS.DESC_FLEX_MIR ATTRIBUTE_VALUES.DESC_FLEX EAM_ASSET_ACTIVITIES.DESC_FLEX

NETWORK_ASSET_ASSOC.DESC_FLEX

Oracle Inventory

Form: Rebuildable Routings Field Descriptive Flexfield Name Operation Resources Routing flex Routing flex Operation Information Routing revisions Sub Operation Resources Descriptive Flexfield Owner Oracle Bills of Material Oracle Bills of Material Oracle Bills of Material Oracle Bills of Material Oracle Inventory Oracle Bills of Material

B_OP_RES.DF B_OP_RTGS.DF B_OP_RTGS.DF_MIRROR B_OP_SEQS.DF B_RTG_REVS.DF B_SUB_OP_RES.DF

Form: Work Order Field Descriptive Flexfield Name Discrete Job Operation Information Descriptive Flexfield Owner Oracle Work in Process Oracle Bills of Material

EAM_WORKORDERS.DESC_FLEX_MIR OPERATIONS.DESC_FLEX

eAM Descriptive Flexfields 6-3

Field

Descriptive Flexfield Name Component Information Operation Resources

Descriptive Flexfield Owner Oracle Bills of Material

REQUIREMENTS.DESC_FLEX

RESOURCES.DESC_FLEX

Oracle Bills of Material

Form: Rebuild Work Order Field Descriptive Flexfield Name Discrete Job Operation Information Component Information Operation Resources Descriptive Flexfield Owner Oracle Work in Process Oracle Bills of Material Oracle Bills of Material

EAM_WORKORDERS.DESC_FLEX_MIR OPERATIONS.DESC_FLEX REQUIREMENTS.DESC_FLEX

RESOURCES.DESC_FLEX

Oracle Bills of Material

Form: Close Work Order Field Descriptive Flexfield Name Discrete Job Operation Information Component Information Operation Resources Descriptive Flexfield Owner Oracle Work in Process Oracle Bills of Material Oracle Bills of Material

EAM_WORKORDERS.DESC_FLEX_MIR OPERATIONS.DESC_FLEX REQUIREMENTS.DESC_FLEX

RESOURCES.DESC_FLEX

Oracle Bills of Material

6-4 Oracle Enterprise Asset Management Implementation Guide

Form: Operations Field Descriptive Flexfield Name Operation Information Component Information Operation Resources Descriptive Flexfield Owner Oracle Bills of Material Oracle Bills of Material

OPERATIONS.DESC_FLEX REQUIREMENTS.DESC_FLEX

RESOURCES.DESC_FLEX

Oracle Bills of Material

Form: Material Requirement Field Descriptive Flexfield Name Component Information Descriptive Flexfield Owner Oracle Bills of Material

REQUIREMENTS.DESC_FLEX

Form: Pending Resource Transactions Field Descriptive Flexfield Name Resource Transaction Descriptive Flexfield Owner Oracle Work in Process

RESOURCE_TRANSACTIONS.DESC_FL EX WIP

Form: View Resource Transactions Field Descriptive Flexfield Name Resource Transaction Descriptive Flexfield Owner Oracle Work in Process

W_TXNS_V.DESC_FLEX WIP

eAM Descriptive Flexfields 6-5

Form: Work Order Completion Field Descriptive Flexfield Name Work Order Completion Information Descriptive Flexfield Owner Oracle Enterprise Asset Management

WO_COMPLETION.DF

Form: Rebuild Work Order Completion Field Descriptive Flexfield Name Work Order Completion Information Descriptive Flexfield Owner Oracle Enterprise Asset Management

REBUILD_COMPLETION.DESC_FLEX

Form: Set Name Definition Field Descriptive Flexfield Name Preventive Maintenance Set Name Descriptive Flexfield Owner Oracle Enterprise Asset Management

SET_NAMES.DF

Form: Suppression Field Descriptive Flexfield Name Suppression Information Descriptive Flexfield Owner Oracle Enterprise Asset Management

SUPPRESSIONS.DF

6-6 Oracle Enterprise Asset Management Implementation Guide

Form: Meter Readings Field Descriptive Flexfield Name Meter Reading Information Descriptive Flexfield Owner Oracle Enterprise Asset Management

METER_READING.DESCRIPTIVE_FLEX

Related Topics
Descriptive Flexfields, Oracle Applications Flexfield Guide Benefits of Flexfields, Oracle Applications Flexfield Guide Basic Flexfield Concepts, Oracle Applications Flexfield Guide

eAM Descriptive Flexfields 6-7

A
Windows and Navigation Paths
This appendix covers the following topics: Windows and Navigation Paths Default Navigation Paths for Standard Application Windows

Windows and Navigation Paths


This appendix provides the default navigator paths for the windows used in the Oracle Enterprise Asset Management. The following table provides the default navigation paths. Brackets [ ] indicate a button.

Default Navigation Paths for Standard Application Windows


eAM-Related Windows and Navigation Paths Window Name Activity and Asset Number/Rebuildable Association Activity Workbench Navigation Path Enterprise Asset Manager: Asset Activities > Asset Activity Association Enterprise Asset Manager: Activities > Activity Workbench Order Management: Pricing > Price Lists > Price List Setup Enterprise Asset Manager: Setup > Area Interfaces > Import Asset Genealogy

Advanced Pricing (Price Lists)

Area Asset Genealogy Import

Windows and Navigation Paths A-1

Window Name Asset Meter

Navigation Path Enterprise Asset Manager: Meters > Asset Meter Association Interfaces > Import Asset Number Enterprise Asset Manager: Assets > Asset Statuses Enterprise Asset Manager: Asset Activities > Maintenance BOM Enterprise Asset Manager: Assets > Asset BOM Enterprise Asset Manager: Rebuildables > Rebuildable BOM Enterprise Asset Manager: Setup > Category > Category Codes Enterprise Asset Manager: Setup > Category > Category Sets Enterprise Asset Manager: Work Orders > Close Rebuildable Work Orders Enterprise Asset Manager: Work Orders > Close Work Orders Quality Manager: Setup > Collection Elements Quality Manager: Setup > Collection Plans Enterprise Asset Manager: Assets > Asset Numbers Enterprise Asset Manager: Assets > Asset Route Enterprise Asset Manager: Rebuildables > Rebuildable Serial Numbers

Asset Number Import Asset Status

Bills of Material (Activity BOM)

Bills of Material (Asset BOM)

Bills of Material (Rebuildable BOM)

Categories

Category Sets

Close Rebuild Work Order

Close Work Order

Collection Elements Collection Plans Define Asset Number

Define Asset Route

Define Rebuildable Serial Number

A-2 Oracle Enterprise Asset Management Implementation Guide

Window Name Departments

Navigation Path Enterprise Asset Manager: Setup > Routing > Departments Enterprise Asset Manager: Setup > Department Approvers Enterprise Asset Manager: Setup > Flexfields > Descriptive > Segments Order Manager: Setup > Flexfields > Descriptive > Segments

Department Approvers

Descriptive Flexfield Segments

EAM Asset Documents

Enterprise Asset Manager: Assets > Asset Numbers > Documents Enterprise Asset Manager: Work Orders > Documents ERES Administrator: Setup Maintenance Super User: Assets tab > Mass Meter Readings sub-tab Enterprise Asset Manager: Quality > Results > Entry > Enter Quality Results Enterprise Asset Manager: Setup > Parameters Maintenance Super User: Failure Analysis tab > Failure History sub-tab Maintenance Super User: Failure Analysis tab > Failure Tracking Setup sub-tab Purchasing Manager: Setup > Organizations > Financial Options Enterprise Asset Manager: Assets > Asset Numbers > Asset Number field > [Find] icon Enterprise Asset Manager: Setup > Category Associations

EAM Work Order Documents

Electronic Records Enter Meter Readings

Enter Quality Results

Enterprise Asset Management Parameters Failure History

Failure Sets

Financials Options

Find Asset Number

Find Category Associations

Windows and Navigation Paths A-3

Window Name Find Meter Readings

Navigation Path Enterprise Asset Manager: Interfaces > Pending Meter Readings Enterprise Asset Manager: Interfaces > Pending Work Orders Enterprise Asset Manager: Preventive Maintenance > Schedule Template Definition Project Manufacturing Manager: Projects > Project Definition > Projects Project Manufacturing Manager: Project Status > Project Status Inquiry Enterprise Asset Manager: Work Orders > Rebuild Work Orders Project Manufacturing Manager: Other > Requests > Run OR View menu > Requests Enterprise Asset Manager: Purchasing > AutoCreate Enterprise Asset Manager: Work Order Transactions > View Resource Transactions Enterprise Asset Manager: Work Orders > Work Orders Enterprise Asset Manager: Billing > Work Order Billing

Find Pending Work Orders

Find Preventive Maintenance Schedules

Find Projects

Find Project Status

Find Rebuild Work Orders

Find Requests (PRC: Refresh Project Summary Amounts) Find Requisition Lines

Find Resource Transactions

Find Work Orders

Forecasts Generate Preventive Maintenance Work Orders Import Items

Maintenance Super User: Forecasts tab Enterprise Asset Manager: Preventive Maintenance > Generate Work Orders Enterprise Asset Manager: Interfaces > Import Items

A-4 Oracle Enterprise Asset Management Implementation Guide

Window Name Import Jobs and Schedules

Navigation Path Enterprise Asset Manager: Interfaces > Import Work Orders or Import Meter Readings Enterprise Asset Manager: Inventory > Setup > Transactions > Interface Managers Enterprise Asset Manager: Inventory > Items > Master Items > (M) Tools, Item Costs Enterprise Asset Manager: Material Planning > MRP > Launch Enterprise Asset Manager: Work Order Planning > Production Equipment Downtime Enterprise Asset Manager: Work Order Planning > Maintenance WorkBench Enterprise Asset Manager: Work Orders > Work Orders Enterprise Asset Manager: Work Orders > Work Orders > [Costs] > [Value Summary] Maintenance Super User: Work Orders tab > Mass Time Entry sub-tab Enterprise Asset Manager: Material Planning > MDS > Names Enterprise Asset Manager: Assets > Asset Groups or Asset Activities

Interface Managers

Item Costs Summary

Launch MRP

Load Production Equipment Maintenance Downtime Maintenance Workbench

Maintenance Work Orders

Maintenance Work Order Value Summary

Mass Time Entry

Master Demand Schedules

Master Item

Windows and Navigation Paths A-5

Window Name Material Requirements

Navigation Path Enterprise Asset Manager: Work Order Details > Material Requirements

Note: This menu function is available for


those users with responsibilities and roles that include function, EAM_WO_DETAILS_MODE, with their associated menu. See: Implementing Function Security, Oracle Applications System Administrator's Guide - Security.

Meters

Enterprise Asset Manager: Meters > Meter Definition Enterprise Asset Manager: Meters > Meter Readings Enterprise Asset Manager: Setup > Miscellaneous Documents Enterprise Asset Manager: Material Planning > MRP > Names Maintenance User Workbench: sign in Enterprise Asset Manager: Work Order Details > Operations

Meter Reading

Miscellaneous Documents

MRP Names

My Work Queue Operations

Note: This menu function is available for


those users with responsibilities and roles that include function, EAM_WO_DETAILS_MODE, with their associated menu. See: Implementing Function Security, Oracle Applications System Administrator's Guide - Security.

Organization

Enterprise Asset Manager: Inventory > Setup > Organizations > Organizations > [New] Enterprise Asset Manager: Inventory > Setup > Organizations > Parameters Enterprise Asset Manager: Setup > Lookups

Organization Parameters

Oracle Manufacturing Lookups

A-6 Oracle Enterprise Asset Management Implementation Guide

Window Name Pending Asset Number

Navigation Path Enterprise Asset Manager: Interfaces > Pending Asset Numbers Enterprise Asset Manager: Meters > Meter Readings > Pending Meter Reading Enterprise Asset Manager: Setup > Profiles > Personal Enterprise Asset Manager: Material Planning > MRP > Options Purchasing Manager: Purchase Orders > Purchase Orders Time and Labor Administration: Preferences Enterprise Asset Manager: Preventive Maintenance > Schedule Definition Project Manufacturing Manager: Projects > Project Definition > Project Parameters Maintenance Super User or Maintenance User Workbench: Work Orders tab Enterprise Asset Manager: Work Order Planning > Maintenance Workbench

Pending Meter Reading

Personal Profile Values

Plan Options

Purchase Orders

Preferences Preventive Maintenance Schedules

Project Parameters

Rebuild Completion

Rebuild Work Orders

Note: This menu function is available for


those users with responsibilities and roles that include function, EAM_WO_DETAILS_MODE, with their associated menu. See: Implementing Function Security, Oracle Applications System Administrator's Guide - Security.

Enterprise Asset Manager: Work Orders > Rebuildable Work Orders

Requisitions

Enterprise Asset Manager: Purchasing > Requisitions > Requisitions

Windows and Navigation Paths A-7

Window Name Resource Requirements

Navigation Path Enterprise Asset Manager: Work Order Details > Resource Requirements

Note: This menu function is available for


those users with responsibilities and roles that include function, EAM_WO_DETAILS_MODE, with their associated menu. See: Implementing Function Security, Oracle Applications System Administrator's Guide - Security.

Resource Usage

Enterprise Asset Manager: Assets > Asset Numbers > Asset Numbers Enterprise Asset Manager: Asset Activities > Maintenance Routings Order Manager: Receivables > Interfaces > AutoInvoice Enterprise Asset Manager: Work Order Details > Operations, Material Requirements, or Resource Requirements Service: Service Requests > Find Service Requests Service: Setup > Service Requests > Request Types Enterprise Asset Manager: Work Order Planning > Scheduler WorkBench Enterprise Asset Management Cost > Work Order Shop Floor Invoice Variance Enterprise Asset Manager: Reports Enterprise Asset Manager: Material Planning > MRP > Workbench > [Supply/Demand] > [Find]

Routings

Run AutoInvoice

Select Work Order

Service Request

Service Request Types

Scheduler Workbench

Shop Floor Invoice Variance

Submit Request Supply/Demand

A-8 Oracle Enterprise Asset Management Implementation Guide

Window Name Time Transaction Sources

Navigation Path Self-Service Time and Expenses: Time Entry Order Manager: Receivables > Setup > Transactions > Sources System Administrator: Security > User > Define Enterprise Asset Manager: Work Order Details > View Operations Enterprise Asset Manager: Work Order Details > View Material Requirements Enterprise Asset Manager: Work Order Details > View Resource Requirements Enterprise Asset Manager: Work Order Transactions > View Resource Transactions > [Find] Enterprise Asset Manager: Work Order Details > View Work Orders WIP Manager: Setup > Parameters Enterprise Asset Manager: Billing and Capitalization > Work Order Capitalization Maintenance Super User or Maintenance User Workbench: Work Orders tab > Complete Work Order icon Enterprise Asset Manager: Work Order Planning > Maintenance Workbench

Users

View Operations

View Material Requirements

View Resource Requirements

View Resource Transactions

View Work Order

Work In Process Parameters Work Order Capitalization

Work Order Completion

Windows and Navigation Paths A-9

Window Name Work Order

Navigation Path Enterprise Asset Manager: Work Orders > Work Orders

Note: This menu function is available for


those users with responsibilities and roles that include function, EAM_WO_DETAILS_MODE, with their associated menu. See: Implementing Function Security, Oracle Applications System Administrator's Guide - Security.

Work Orders tab

Maintenance Super User or Maintenance Workbench role: Work Orders tab

A-10 Oracle Enterprise Asset Management Implementation Guide


Index
A
Activity Sources, 3-25 Activity Types, 3-22 Activity Workbench, 3-80 associating asset numbers with activities, 3100 creating activity templates, 3-103 defining activities, 3-81 defining maintenance routes, 3-93 navigating, 3-85 setting up maintenance bills of material, 3-97 Application Program Interfaces activity creation API, 5-77 asset areas API, 5-46 asset attribute groups API, 5-37 asset attribute values API, 5-30 asset number API, 5-24 asset routes API, 5-40 department approvers API, 5-49 eam activity association API, 5-93 eam activity suppression API, 5-101 eam meter association API, 5-63 eam meters API, 5-57 eam parameters API, 5-51 eam PM schedules API, 5-69 eam set name API, 5-105 maintenance object instantiation API, 5-110 meter reading API, 5-65 work order business object API, 5-112 work request API, 5-139 Asset Activities association rebuildable item, 3-110 definition, 3-53 asset activity priorities, 3-26 asset areas setup, 3-13 Asset Attributes setup, 3-61 asset BOMs setting up, 3-77 Asset Failure Source Types, 3-28 Asset Groups definition, 3-50 asset import scope codes, 3-29 Asset Import Statuses, 3-30 asset log user-defined events, 3-32 asset management overview, 1-3 asset numbers transferring, 3-122 Asset Numbers associating with meters, 3-121 associating with production equipment, 3-183 definition, 3-65 setup, 3-47 transferring, 3-68, 3-125, 3-134, 3-135 Asset Routes definition, 3-74 assets hierarchies, 1-3 asset transactability, 3-122 Asset Transactability, 3-68, 3-125, 3-129, 3-134, 3135, 3-138

Index-1

Associating Asset Numbers with Activities, 3-100 Associating Meter Templates with Asset Groups, 3-118

C
Category Codes and Sets setup, 3-47 Collection Elements, 3-152 Consolidated Asset Repository, 3-66 asset transactability, 3-68, 3-122, 3-125, 3-134, 3-135 contact preferences, 3-33 Cost Category Codes, 3-34 Cost Management methods and mappings, 3-174 Creating Activity Templates, 3-103 Creating eAM Quality Collection Plans for a Supplier, 3-160

definition, 3-18 Departments definition, 3-14 Descriptive Flexfields, 6-1 Documents asset, 3-64 miscellaneous, 3-19

E
eAM Quality Collection Plans, 3-156 supplier, 3-160 Electronic Records, 3-20 Enterprise Asset Management open interfaces and APIs, 5-2

F
Failure Analysis View By Parameter Control, 337 Failure Code Types, 3-38 Flexfields descriptive, 6-1

D
Default Navigation Paths for Standard Application Windows, A-1 Defining activities, 3-81 asset activities, 3-53 asset documents, 3-64 asset groups, 3-50 asset routes, 3-74 assets, 3-65 department approvers, 3-18 departments, 3-14 lookups, 3-21 maintenance routes, 3-93 master demand schedule name, 3-146 material requirements plan name, 3-147 meter templates, 3-116 miscellaneous documents, 3-19 plan options, 3-149 preventive maintenance schedules, 3-132 project manufacturing integration, 3-185 rebuildable bills of material, 3-112 rebuildable items, 3-104 resources, 3-14 Defining Meter Templates, 3-116 Defining Rebuildable Bills of Material, 3-112 Department Approvers

I
integration optional products, 1-5 required products, 1-5 with other Oracle products, 1-5 Integrations cost management, 3-173 outside processing, 3-163 process and discrete manufacturing, 3-182 project manufacturing, 3-185 property manager, 3-189 quality, 3-151 service, 3-193 time and labor, 3-197 Item Interface setting up, 5-3

L
lookups asset activity priorities, 3-26 asset import scope codes, 3-29 asset log user-defined events, 3-32 contact preferences, 3-33

Index-2

Lookups activity sources, 3-25 asset activity causes, 3-24 asset activity types, 3-22 asset criticality codes, 3-36 Asset Failure Source Types, 3-28 asset import statuses, 3-30 cost category codes, 3-34 definition, 3-21 Failure Analysis View By Parameter, 3-37 failure code types, 3-38 work order priority codes, 3-42 work order reconciliation codes, 3-44 work order types, 3-45 work request priority codes, 3-42 work request statuses, 3-40 work request types, 3-41

P
parameters defining, 3-9 prerequisites asset setup, 3-65 Preventive Maintenance meters, 3-116 schedule definitions, 3-132 scheduling, 3-124 Process and Discrete Manufacturing organization setup, 3-182 Process Flows preventive maintenance implementation flow, 2-2 work execution flow, 2-1 Profile Option Details, 4-3, 4-7 Profile Options in Other Applications, 4-6 Profile Option Summary, 4-1 Property Manager executing the asset number interface, 3-192 executing the export process, 3-190 prerequisites, 3-190 Property Manager Integration Setup, 3-189

M
Maintenance Bill of Material setup, 3-97 Maintenance Routes definition, 3-93 Meters association with assets, 3-121 definition, 3-116 Meter Templates association with asset groups, 3-118

R
Rebuildable Items definition, 3-104 setup, 3-104 Resources definition, 3-14

N
Navigating the Activity Workbench, 3-85 Non-Stock Direct Item Setup, 3-114

S O
Open Interfaces eAM Asset Genealogy Open Interface, 5-18 eAM asset number open interface, 5-9 eAM item open interface, 5-3 eAM meter reading open interface, 5-20 Operational Logging, 3-10, 3-68 Oracle Asset Management overview, 1-2 organizations enabling, 3-7 setup, 3-5 Scheduling, 3-145, 3-146 preventive maintenance, 3-124 Service Requests workflow, 3-193 setting up asset areas, 3-13 asset bill of material, 3-77 organizations, 3-5 overview, 3-3, 3-4 underlying Oracle Applications technology, 33 Setting Up

Index-3

asset attributes, 3-61 assets, 3-47 category codes and sets, 3-47 cost management integration, 3-178 direct items, 3-171 general, 3-13 maintenance bill of material, 3-97 outside service processing, 3-163 property manager, 3-190 purchase order category associations for direct items, 3-177 rebuildable items, 3-104 time and labor, 3-197 work order billing, 3-202 Setting Up Direct Items, 3-171 setup steps prerequisites, 3-65

T
Time and Labor creating eligibility criteria, 3-199

U
Using the Activity Workbench, 3-80

W
Windows and Navigation Paths, A-x workflow, 3-12 Workflow, 3-18, 3-32, 3-40, 3-193 work management, 1-4 Work Order Billing setting up costs for the cost plus billing basis, 3-203 setting up prices for the price list billing basis, 3-206 work orders workflow, 3-12, 3-32 Work Requests workflow, 3-18, 3-40

Index-4